The SP 500 is up +8.27% YTD (per the Morningstar data), while expected S&P 500 earnings (EPS) growth in 2023…
Rick Rieder of Blackrock did his monthly bond call on Thursday morning, June 9th, 2022, and if readers aren’t listening…
While having breakfast with a client this past week, someone who has been a client since the late 1990’s, I’m…
Dr. David Kelly and his team at JP Morgan put together – each quarter – one of the best capital…
This blog post on the credit markets on May 5th, gave the first reference to the SP 500 being flat over…