Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week We have been highlighting how increased uncertainty in markets is likely to pull forward lower PMIs this year (click here for note). Lower PMIs/Earnings momentum typically corresponds to...

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week The uncertainty around Russia and Ukraine will likely continue to add volatility to markets. Given where we are in the market cycle, the best way to balance risk and reward right now is to focus...

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week We are 70% through S&P 500 earnings and so far, nearly 78% of firms have beaten EPS expectations. The current pace puts us in line with earnings surprises in large caps over the last year....

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week Investors have walked back some of the recent outperformance in value factors in favor of growth. We continue to caution investors against chasing style factors given where we are in the market...

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week While earnings are at the forefront of investors’ minds, we are getting a lot of inbounds asking about the strength in Value this month and why that is not translating to small caps leadership....

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week Earnings season starts in earnest this week with over 100 S&P 500 companies reporting. Track earnings season progress on our earnings dashboard. Earnings are expected to continue to be strong...

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week Investors have started the year off by bidding up value themes and fading growth themes. While nearly every value factor has advanced, high quality value themes have surged much more than lower...

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; :: Join Us Thursday @ 10:30am ET For Our 2022 Portfolio Strategy Outlook Webinar :: Hosted by Michael Kantrowitz & Special Guest Epidemiologist Glenn Grossman Click Here to Register Must-See Charts Of The Week Every...

Welcome To This Week’s Chartbook! We would like to thank you for your support this year! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week With only a few days left in 2021, now is a good time to reflect back on what attributes drove leadership in the year. Quality valuation,...

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook; Must-See Charts Of The Week With the recent surge in Covid and the questions around Omicron variant, we will be hosting a webinar today with Epidemiologist Glenn Grossman (click here to register). We have seen investors bid...