Link to Part 1 Long-time clients and readers know that while we pay very close attention to market technicals (price trend, momentum, volume, breadth,

Keeping it short and sweet this week (as we prepare Part 2 of our year-end letter [link to part 1]), below are the titles

2017 has been quite the year for the stock market! Predictions annihilated, records smashed, and headwinds bucked like they were never there. My, where

The University of Michigan just released its preliminary December read on U.S. consumer sentiment (an input to the consumer sentiment component of our macro

While, for three+ decades, I’ve been preaching to investors that financial markets are the definition of uncertain, that they should never take anything for granted,

As we’ve been reporting for some time herein, we like the setup for financial stocks (presently tied with industrials for our highest target weighting). Therefore,

The following is me thinking via my keyboard about an article I just read. A senator from New York is leveraging Bank of America’s

We’ve been expressing herein often of late (here and here for example) our view that the global economic setup looks quite good. The below (again from

If you’re thinking that the housing market, by way of rising prices, is revisiting its bubbly condition of the mid-2000s, well, you’re fretting over

Posted this early this morning, before the revelation regarding Michael Flynn’s pending testimony regarding the President and Russia — which has the market selling