Last week, I wrote that: “A shift in sentiment from euphoria to recession fears within a month has priced the idea of a “hard landing”

Last week, I ended my note to readers saying: “With almost every company reporting, earnings for the S&P 500 in Q4/25 have risen by a

I ended last week’s Commentary by saying that the stock market has taken a second breather in the wake of a flurry of rapid-fire statements,

I ended last week’s commentary by saying that the stock market needed to take a breather. Under the flurry of rapid-fire statements, official pronouncements and

Although 57.4% of investors, according to the AAII survey, expect that the mere talk of new trade policies may be sufficient to slow growth and

I ended last week’s commentary with this note: “I hear from Wall Street that the flurry of rapid-fire statements and executive orders coming out of

President Trump kick-started the MAGA agenda on Day 1 with 5 important quotes that set the tone for the next 100 days. These are particularly

The S&P 500 rose 3.2% this week, benefiting from solid earnings reports, cooler inflation prints and incoming pro-growth policies. The benchmark would have performed even

Based on metrics that we usually rely on to make calculated judgements, the stock market is currently costly. The Fed’s stock model, which compares earnings

  Throughout last year, I maintained all along that the S&P 500 would attain 5950 sometime in 2024. It did even better, touching 6090 on