Since this blog’s last update on portfolio positioning in early July ’18, the weightings of the positions have changed…
What the title of today’s blog doesn’t tell you is that valuation is a slippery slope. Some of the seemingly…
Dr. David Kelly and his team at JP Morgan put together one of the best research and market /…
The combination of a $4.89 increase in the forward 4-quarter estimate two weeks ago, and then the 4% drop in…
Great article from Ben Carlson, CFA picked up by Josh Brown of Ritholtz Wealth. In this blog post from a…