With just a week left in Q1 2023, the headline appears to be “Global stocks begin the year by clawing back some of 2022’s outsized losses”. Here is the quarter to date price return data for major regions: The reality is that global Big...
The S&P 500 is down 17% since the start of 2022, but there have been many trading opportunities over the last 15 months. The key question for both short term traders and longer-term investors has been, and continues to be, “How do I...
US large caps have had a great run from their October 12th lows, with the S&P 500 up 12.6 percent through last Friday. That’s not quite as good as the June – August move of 17.4 percent from trough to peak, but it is still better than every...
If we’ve learned one thing this year, it is that US equities are not an inflation hedge. The S&P 500 and Russell 2000 are each down 19 percent YTD, and 1-year CPI inflation is running 8 pct. Stock investors have lost more than 25 percent...
“Why are Wall Street analysts’ earnings estimates almost always too high for the upcoming year but too low for the current quarter?” I (Nick) spent 9 years as a senior equity analyst at the old First Boston (now Credit Suisse) and was on...
Excerpt from Reuters quoting DataTrek’s Jessica Rabe: …. “Gaining exposure to the U.S. market would be a plus for Canopy, but since public marijuana companies’ stocks are low-priced, “any move is amplified because...
