It’s still early to draw useful conclusions about potential 2022 winners and losers, so take all this data with a…
Surprised this graph by Jurrien Timmer of Fidelity Investments hasn’t gotten more traction. Almost everyone seems nervous about stock prices…
This blog’s “Style-Box Update” done every 6 weeks is being posted this morning in the spreadsheet above, and it…
Flow out to the East Coast Friday for dinner with a new client, and I remember thinking “Everyone’s nervous, and…
The SP 500 2021 full-year calendar estimate rose this week to $205.21 from $201.34, which is probably a function of…