Better Than Beta

Here are a few stocking stuffers to keep in your portfolio through year-end. Our Revisions factor is now beating our high beta factor in 2021. That’s a pretty big feat with a market that’s up 25% YTD. Beta tilts haven't made much sense, or alpha, since the peak of...

Must-See Charts Of The Week! (November 22 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week In case you missed it, we hosted two webinars last week. In the first we looked at the top 5 questions investors are asking today (click here for replay) and the...

Taste The Soup! (In Case Of Emergency)

I’m on the sofa in my family room, flipping through some of my Bloomberg charts while my 8-year-old daughter sits next to me, trying to get my attention. We hosted a webinar today, and I wanted to share some additional thoughts with you and offer the replay link and...

Must-See Charts Of The Week! (November 15 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week This week we will be hosting a webinar covering our thoughts on interest rates, the Fed, inflation and more heading into ’22. Please join us Thursday, Click Here to...

Target Practice: A Flat Market In 2022?

Conclusions to this note: In 2022, we expect PMIs to decline, fewer positive EPS revisions and P/Es to come under pressure in the back half of the year as growth slows enough to create greater levels of market risk. Our base-case today is that the S&P 500 ends...

Must-See Charts Of The Week! (November 8 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week This year markets have had no style. Growth is outperforming in large caps while simultaneously underperforming in mid and small caps.  This is a sharp departure from...

Rates Matter LESS For The Technology Sector Than People Think

For 2022, consensus expects growth to slow AND rates to rise. So where does that leave Tech!?!?! (Note: Our base case is that growth slows but rates don’t rise in 2022). History argues that growth trends matter more for Tech’s relative performance than rates do....

Can Growth Stocks Become Even More Expensive In 2022?

As we begin to discuss our preference for Growth stocks over Value in 2022, clients are increasingly expressing their concerns that the relative valuations of Growth stocks are already sitting at multi-decade highs. Despite already elevated Growth P/Es, we are likely...

Preparing Your Portfolio For The Next Phase Of The Market Cycle

Our Highest Conviction Call For 2022 – There Is A Slowdown Coming Next Year...

Must-See Charts Of The Week! (November 1 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week We are halfway through S&P 500 earnings. So far both sales & earnings beats are trending above last quarter and above the long-term average. Also this week, we...

Better Than Beta

Here are a few stocking stuffers to keep in your portfolio through year-end. Our Revisions factor is now beating our high beta factor in 2021. That’s a pretty big feat with a market that’s up 25% YTD. Beta tilts haven't made much sense, or alpha, since the peak of most risk-on factors in March....

read more

Must-See Charts Of The Week! (November 22 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week In case you missed it, we hosted two webinars last week. In the first we looked at the top 5 questions investors are asking today (click here for replay) and the second was a Covid update with...

read more

Taste The Soup! (In Case Of Emergency)

I’m on the sofa in my family room, flipping through some of my Bloomberg charts while my 8-year-old daughter sits next to me, trying to get my attention. We hosted a webinar today, and I wanted to share some additional thoughts with you and offer the replay link and the slides if you missed it. We...

read more

Must-See Charts Of The Week! (November 15 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week This week we will be hosting a webinar covering our thoughts on interest rates, the Fed, inflation and more heading into ’22. Please join us Thursday, Click Here to Register. Another earnings...

read more

Target Practice: A Flat Market In 2022?

Conclusions to this note: In 2022, we expect PMIs to decline, fewer positive EPS revisions and P/Es to come under pressure in the back half of the year as growth slows enough to create greater levels of market risk. Our base-case today is that the S&P 500 ends next year FLAT! Read on for the...

read more

Must-See Charts Of The Week! (November 8 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week This year markets have had no style. Growth is outperforming in large caps while simultaneously underperforming in mid and small caps.  This is a sharp departure from the last decade where clear...

read more

Rates Matter LESS For The Technology Sector Than People Think

For 2022, consensus expects growth to slow AND rates to rise. So where does that leave Tech!?!?! (Note: Our base case is that growth slows but rates don’t rise in 2022). History argues that growth trends matter more for Tech’s relative performance than rates do. Investors pay up for tech when...

read more

Can Growth Stocks Become Even More Expensive In 2022?

As we begin to discuss our preference for Growth stocks over Value in 2022, clients are increasingly expressing their concerns that the relative valuations of Growth stocks are already sitting at multi-decade highs. Despite already elevated Growth P/Es, we are likely to see further upside for...

read more

Must-See Charts Of The Week! (November 1 Chartbook)

Welcome To This Week’s Chartbook! Click HERE For The Large-Cap Chartbook Must-See Charts Of The Week We are halfway through S&P 500 earnings. So far both sales & earnings beats are trending above last quarter and above the long-term average. Also this week, we will get fresh reads on U.S....

read more

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