Slow Evolution Of Consumer Spending
Key Takeaways Consumer spending has been slow to recover after the Great Recession relative to other economic downturns. We see … Read more
Key Takeaways Consumer spending has been slow to recover after the Great Recession relative to other economic downturns. We see … Read more
Key Takeaways Beyond the double-digit gains and series of record highs, the absence of pullbacks is perhaps the biggest story … Read more
Key Takeaways August doesn’t have the same number of big events as recent months, but seasonally it is one of … Read more
Key Takeaways We believe small caps are becoming an increasingly attractive tactical opportunity amid policy skepticism in Washington, D.C. Loss … Read more
As we noted in You Are Here two weeks ago, seasonality is something to be very aware of – as … Read more
Key Takeaways The 10-year Treasury’s yield advantage to the German bund is back to pre-election levels, though it remains elevated … Read more
Key Takeaways Mott Capital Management 2Q17 Commentary One (More) Reason To Expect The USD To Continue To Fall Q&A: PE … Read more
Key Takeaways Overseas markets generally had strong earnings last quarter, with energy companies providing the biggest boost. Future expectations are … Read more
A year ago yesterday marked the first new all-time closing high for the S&P 500 Index in nearly 14 months. … Read more
Key Takeaways High Yield Is The Best Asset For Low VIX Environment: Goldman S&P 500 EPS Growth – And The … Read more
Key Takeaways Longer-term technical indicators on equities continue to look strong. Global equity strength is yet another clue that the … Read more
Key Takeaways We forecast 6–9% returns for the S&P 500 in 2017, commensurate with expected earnings gains. As investors increasingly … Read more
It has been a rough year so far for crude oil with yesterday’s close at a fresh nine-month low officially … Read more
Key Takeaways The Fed holds its fourth of eight FOMC meetings of the year this Tuesday and Wednesday (June 13–14, … Read more
Key Takeaways MLPs can provide investors with exposure to a niche, yet vital, aspect of the energy production chain. MLPs … Read more