The Technology sector is now roughly 25% of the SP 500 by market cap. (Not as high as what it…
While Energy is still lapping the very easy compares from 2016, the Financial sector is a big drag on Q3…
Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter…
Here is the blog post from October 8. 2017, where Q4 ’17 was looked at initially, relative to July 1…
Dr. David Kelly and jos team at JP Morgan publish some of the best research i read each quarter…