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Summary : T he macro data from the past month continues to mostly point to positive growth . On balance, the evidence suggests the immine... -
Summary : Global equities have risen 12% in the past 6 months and 17% in the past year, yet fund managers continue to hold significant amoun... -
Summary : The major US indices traded at new all-time highs (ATH) again this week, led by surging small cap stocks. SPX is now higher 6 mon... -
Summary : Global equities have risen 7% in the past 3 months and 16% in the past year, yet fund managers continue to hold significant amount... -
Summary : The headline numbers for 2Q17 financial reports are good: S&P profits are up 19% yoy; sales are 6% higher; profit margins are ... -
Summary : SPX has gained every month in the first half of the year, and it is up 8 months in a row for just the fifth time in 26 years. Lon... -
Summary : T he macro data from the past month continues to mostly point to positive growth . On balance, the evidence suggests the immine...