Eight Thoughts About The Auto Industry
By admin_45 in Blog

Eight Thoughts About The Auto Industry

A longtime client recently asked for our thoughts about the auto industry, a group we’ve followed closely since 1991 on both the buy and sell side. The following is an expanded version of what we wrote but in bite-sized chunks because there...

Down Q1 Rule: What Happens Next Part 2
By admin_45 in Blog

Down Q1 Rule: What Happens Next Part 2

It’s all but official: the S&P 500 will end March lower after a down January and February, which has only happened in 5 other years over the last +6 decades. Here’s a recap on why this is an important market signal before we expand on...

The Fed’s Downside Dow Target
By admin_45 in Blog

The Fed’s Downside Dow Target

“Everyone has a plan until they get punched in the mouth.” That’s Mike Tyson’s most famous quote, and as we reviewed the Federal Reserve’s 2020 Stress Test “severely adverse scenario” this weekend we couldn’t help but think...