Last Week: At the end of August, we noted a disconnect between the news flow and the markets performance: “The often-cited adage is that the stock market climbs the wall of worry. I would suggest that the current market is instead climbing the wall of “whatever”,...
Last Week: Baby, it’s cold outside, and on Wall Street. Parenthetically, the Frank Loesser classic holiday song of that title (the “Elf” rendition is my favorite) has been banned from certain radio stations, but that’s a topic for a different forum. The glow from the...
Last Week: Our TIEs (Trade, Interest rates, Earnings) theme remained the dominate narrative, with relatively benign developments on the Trade and Interest rates front and continued spectacular Earnings. Unlike most quarters when analysts make downward revisions to...
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