This morning’s Empire Report not withstanding, (the weakest since June, 2011 per Bespoke), while the market sentiment has firmly tilted to the bearish camp, “market breadth” is one reason to remain firmly rooted in the bullish camp. Here are two … Continued
Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT) remains client’s largest position and has been since 2013. A core position was kept in the stock during the last … Continued
With the 2.5% rally this week in the SP 500, the SP 500 “earnings yield” ended Friday, November 2nd, 2018 at 6.36% vs last week’s 6.52%. The last time we saw a lengthy string of SP 500 earnings yield prints … Continued