Portfolio Strategy
Research
Portfolio Strategy
Research
Wall Street Whispers
What Our Clients Are Talking About Behind The Scenes
Wall Street Whispers
Confusion Abound
After last week’s surge up in the cap-weighted S&P 500 into the quad witching that saw the index rally 3.5% to 4448, it is not...
Wall Street Whispers
Divergences Likely to Persist
Well, it seems that the ball game is over, and the bulls have clearly won. Inflation is dead, the Fed should be easing anytime soon,...
Wall Street Whispers
Divergences May Persist
The S&P 500 continues its ongoing rally and is approaching 4300, which is its highest level since 8/17/22. The bulls off of the October low...
Wall Street Whispers
Headwinds Remain — Expect Challenging 2H23
The ongoing debt ceiling negotiations and lack of a deal between the White House and the GOP continues to dominate the overall equity markets and...