Market Commentary
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WHAT’S PRICED IN?
Market Commentary |After such a strong rally for stocks this year, you may be wondering what could drive stocks…
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Q1 EARNINGS PREVIEW LIGHT AT THE END OF THE TUNNEL
Market Commentary |First quarter earnings season kicks off this week and the bar seems low. Consensus estimates for first…
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THE STOCK MARKET’S FINAL FOUR
Market Commentary |The NCAA Final Four is set. On the men’s side, Auburn, Michigan State, Texas Tech, and Virginia…
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BALANCED RISK REWARD
Market Commentary |Risk-reward trade-off in stocks has become less attractive following recent gains. Stocks have had quite a run…
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MOVIN ON UP (IN MARKET CAP)
Market Commentary |Large caps may be better positioned than small caps, given where we are in the business cycle.…
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MODEST PULLBACK OR SOMETHING BIGGER?
Market Commentary |Following the strong 2019 rally, we ask if stocks are overdue for a pullback. The S&P 500…
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