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...