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…
Reading a good blog this Monday night, it was somewhat surprising to read that this blog author was worried about…