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The Presidential Election Provides Stocks A Tailwind For 2024
Our first article of the year, January Stats & New Year Investing Resolutions for 2024,...
What May Lie Ahead in 2024?
Happy New Year! To get an idea of what may lie ahead in 2024, we need to briefly review the market...
The Calm Before the Storm
It’s the last trading day of 2023, and not much is happening around the market. Stocks have edged...
A Case for Adjusting NVDA’s Earnings
Human capital is an important input for growth at non-manufacturing tech companies such as NVDA. It...
Last Call for Window Dressers
Some institutional investors must only report their holdings by the end of a month or quarter. As...
Banks And Credit Investors Have Vastly Different Opinions
Corporations predominately borrow from banks and credit investors via the corporate debt markets....
Will The Red Sea Blockade Reignite Inflation Fears?
Houthi rebels are attacking Red Sea vessels and greatly limiting traffic in one of the...
Optimism Is Extreme: What Might It Portend?
In Tuesday’s Commentary, we shared four indicators of market breadth. While they all show...
SPY Sees A Massive Inflow Of Funds
Per a Bloomberg article entitled World’s Biggest ETF See Record $21 Billion Flow on Stock...