We have commented that there is a thin line between a liquidity-driven market that anticipates improving fundamentals and a bubble, ... The equity market may have stepped over that line. |
We have commented that there is a thin line between a liquidity-driven market that anticipates improving fundamentals and a bubble. The equity market may have stepped over that line. |
We remain doubtful that the Fed is indeed 'done,' which has become the overwhelming consensus. We believe they will be more vigilant against inflation. |
We think it is now time for investors to switch from income statement variables to balance sheet variables when picking stocks, ... Portfolios in which stock selection was based on strong balance sheets tend to outperform those based on income statements when the profits cycle decelerates. |
We think it is now time for investors to switch from income statement variables to balance sheet variables when picking stocks. Portfolios in which stock selection was based on strong balance sheets tend to outperform those based on income statements when the profits cycle decelerates. |
We think there is a strong contrary message, ... at a record pace across nearly the entire industry. |
What we're seeing today is a relief rally from last week, ... There is really nothing to hurt the market today. All the techs are rebounding well. |
What we're seeing today is a relief rally from last week. There is really nothing to hurt the market today. All the techs are rebounding well. |