Do Valuations Matter Anymore?
How expensive are U.S. equities? Fed Governor Lael Brainard warned about “stretched valuations” in the preamble to the May 2021 Financial Stability...
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Q1 Earnings Monitor: Priced For Perfection
The U.S. market is priced for perfection. The six largest stocks in the S&P 500 reported last week and they all beat consensus estimates, but the...
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As Good As It Gets?
The tone of the recent market action looks like a tiring bull. The stock market has begun to consolidate and take a breather about now in the...
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A Blow-Off Top Ahead?
The S&P 500 is undergoing another melt-up, with a blow-off top ahead. In the past, overruns of a rising trend line have been signals of an imminent...
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Q1 Earnings Preview: The Calm Before the Storm
We believe the market is poised to report strong Q1 earnings. In all likelihood, Q1 will be another blowout quarter for earnings. We are inclined...
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