12/09/2024 Market Strategy

After a Strong November for Stocks, Bulls Look for a Santa Claus Rally While Bears Ask, “Is That All There Is?”

12/02/2024 Market Strategy

After a Strong November for Stocks, Bulls Look for a Santa Claus Rally While Bears Ask, “Is That All There Is?”

11/25/2024 Market Strategy

Good Fundamental Factors and Market Performance Move Us to Raise our Price Target (Again)

11/18/2024 Market Strategy

Good Fundamental Factors and Market Performance Move Us to Raise our Price Target (Again)

11/11/2024 Market Strategy

Good Fundamental Factors and Market Performance Move Us to Raise our Price Target (Again)

11/04/2024 Market Strategy

With the US Elections Eight Days Away, Investors Have Plenty of Economic Data and Earnings Results to Parse in the Meantime

10/28/2024 Market Strategy

With the US Elections Eight Days Away, Investors Have Plenty of Economic Data and Earnings Results to Parse in the Meantime

10/21/2024 Market Strategy

History in our experience has shown that monetary policy, economic conditions, corporate and revenue and earnings growth generally carry more weight in terms of the direction markets might take in the period that follows most national elections…

10/14/2024 Market Strategy

A rally in stocks broadened last week even as inflation numbers showed some stickiness

10/07/2024 Market Strategy

When the Latest Surprising Economic Data Bring Monetary Policy into Question, We Believe it Best to Be Patient and Not Jump to Conclusions.