Latest reports for United Airlines
Fri June 16
June FOMC is a reminder key story arc is "inflation war" not hard landing. 10 "fresh money" ideas to leverage expanding market breadth.
NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES _We publish on a 3-day a week schedule:_ _SKIP MONDAY _ <-- Market Holiday SKIP TUESDAY Wednesday SKIP THURSDAY Friday...
Mon April 17
Stocks up 65% of the past 20 trading days, highest since Nov 2021, and a reason it is starting to "feel like a bull market." We expect 1Q23 EPS to exceed expectations, likely 2H23 trough in EPS = supporting strengthening breadth.
The S&P 500 is up 8% YTD (~+20% in the past 6 months) and at this pace, is annualizing returns of ~30% -- that is not our forecast. And as...