Ranked #1
Winding Down 2Q23 Reporting Season
Winding Down 2Q23 Reporting Season
Today in the podcast, our thoughts on 2Q23 reporting season as it winds down for the S&P 500. Three big things you n... Read more
11 Aug 2023
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6mins
Ranked #2
Due For A Pause
Due For A Pause
Today in the podcast, an updated overview on our market call. Three big things you need to know: First, we’ve tweaked ou... Read more
8 Aug 2023
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6mins
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Ranked #3
2Q23 Halftime Report
2Q23 Halftime Report
Today in the podcast, we take a deep dive into the stats and commentary for 2Q23 reporting season, based on data through... Read more
2 Aug 2023
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Ranked #4
Performance Under Pressure, Complicated Cross Currents
Performance Under Pressure, Complicated Cross Currents
Two big things you need to know today: First, actively managed long-only funds are underperforming their benchmarks for ... Read more
25 Jul 2023
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Earnings Preview; Recovery Signals
Earnings Preview; Recovery Signals
Today in the podcast, three big things you need to know: First, late last week we lifted our 2023 and 2024 S&P 500 E... Read more
18 Jul 2023
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Ranked #6
Our Bottom-Up, Global View of Sectors; Getting More Comfortable With Cyclicals
Our Bottom-Up, Global View of Sectors; Getting More Comfortable With Cyclicals
Today in the podcast, an update on our outlook for sectors within the US, and some thoughts on sectors from a global per... Read more
13 Jul 2023
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6mins
Ranked #7
New Topics; Monitoring Shifts in Sentiment, Politics, & Flows; Russia Thoughts
New Topics; Monitoring Shifts in Sentiment, Politics, & Flows; Russia Thoughts
This week the podcast is back to tackling hot topics and the most interesting things that crossed our desk last week. Th... Read more
26 Jun 2023
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Ranked #8
Our Top Five Charts of 1H23
Our Top Five Charts of 1H23
This week the podcast is a little different. With the mid-point of the year coming up, we’re revisiting the charts we di... Read more
21 Jun 2023
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Ranked #9
Sentiment and Small Caps Join The Recovery
Sentiment and Small Caps Join The Recovery
Three big things you need to know today. First, we continue to see expectations for a 2024 economic recovery embedded in... Read more
14 Jun 2023
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Ranked #10
Concentration & Narrow Leadership Likely More Noise Than Signal
Concentration & Narrow Leadership Likely More Noise Than Signal
Today in the podcast, three big things you need to know: First, we looked at S&P 500 performance when market cap con... Read more
6 Jun 2023
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6mins
