Early Thoughts on 2022
With the fourth quarter underway, 2022 is fast approaching. While a lot can still happen between now and the end of 2021, we don’t think it’s too early to start thinking about what stocks might do next year.
Poking The Bear
Stocks are due for a routine pullback. However, we remain steadfastly bullish and this week want to explore five things that some bears believe that do not worry us.
Corporate America Does It Again
Companies blew by estimates and made strategists and analysts look silly.
Five Things To Know Heading Into August
We share some insight into what may be on the horizon for markets, policy, and the economy as we head into August 2021.
Six Surprises So Far in 2021
2021 has been a very strong year for both stocks and the economy, but that doesn’t mean there haven’t been some surprises. Below we take a look at some things that have happened so far in 2021 that have surprised us.
Amazing Earnings Season
We raise our year-end S&P 500 Index fair value target range again in the wake of a stunning Q1 2021 earnings season.
Four Reasons The Future Looks Bright For The Bulls
The bull market continues, with the S&P 500 Index now up more than 10% in 2021. With stocks up more than 80% from the March 2020 lows, the reality is a well-deserved break or consolidation could happen at any time.
The Earnings Boom Is Here
The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of another potentially great earnings season.
Here Comes The Earnings Boom
This week, we review an incredible earnings season and speculate on a potentially strong earnings rebound for 2021 and beyond.
30,000 Reasons To Be Thankful
As 2020 winds down, it has been an extremely tough year on all of us. Still, there are many reasons to be thankful and today we will share some reasons investors should be thankful.