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MARKET CALL: Meltup Again? (Do We Have Nothing To Fear But Nothing To Fear?)
The stock market has become tariff-scare-proof now that the S&P 500 is only 2.3% below its February…
S&P 500 Earnings
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MARKET CALL: S&P 500 Earnings & Valuation
We now have LSEG’s I/B/E/S data for S&P 500 companies’ revenues per share and…
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MARKET CALL: Valuation Mojo Driving Stocks' Big Mo Rally
The meltup scenario is making a dramatic comeback. It was one of our three scenarios until March 24 when we…
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Recalibrating Our Forecasts As Stock Market Roars
Among our main concerns about Trump's Tariff Turmoil was that the drop in stock prices would have a…
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MARKET CALL: Let's Make A Deal
Dealmaking is in the air. American and Chinese delegations met this past weekend to discuss how they might deescalate their…
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MARKET CALL: Death Cross Versus Zweig Breadth Thrust
Only a few days ago, some stock-market-chart watchers warned that Trump's Tariff Turmoil (TTT) set up a bearish…
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Looking For A Stock Market Bottom In Fundamentals & Technicals
After the stock market crashed on Thursday and Friday of last week, we have to conclude that any day during…
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Our New S&P 500 Earnings & Price Targets Under Trump's Reign Of Tariffs
Yesterday, we reduced the odds of our Roaring 2020s base-case scenario from 65% to 55% and raised the odds of…
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Are Odds Of A Bear Market Rising? Will Earnings Save The Day?
We've been betting on the resilience of the US economy and earnings to keep the bull market going.…
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MARKET CALL: Will DeepSeek Sink The Unsinkable Mag-7?
The Q4-2024 earnings reporting season is going well so far. It started out two weeks ago with better-than-expected big bank…
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Ahead of the Earnings Pack
We've been bullish on the stock market since October 2022. We remain bullish, targeting 7000 on the S&…
