Seasonally, the SP 500 is entering one it’s strongest periods of the calendar year. The SPY’s YTD total return as…
The Financial sector is one of client’s overweights and it’s lagged the SP 500 badly all year. Up just 2%…
One of the classic years we saw “PE compression” was 1994, when Alan Greenspan really caught the Street and the…
Every 6 weeks the goal is to give readers an update into the various “style box” strategies (large-cap, mid-cap,…
Here was the latest “cash repatriation” math for large-cap Tech in the event of major tax reform passing, and with…