Leading off articles with a question sets the readers up for an expected answer which involves a prediction for the…
The first chart today (click to expand) was provided by Brian Buonamici at Calamos Asset Management last week. If…
Channeling my inner Harry Markowitz (that’s a joke by the way, referencing the seminal mean – variance work Markowitz did…
Source: internal spreadsheet updated every 6 weeks or 2x a quarter. Value has underperformed Growth since 2016 as readers can…
In the SP 500 Earnings Update Friday night, while talking about Financial stocks reporting this week, a few important tables…