RESOURCE LIBRARY

Mar 8, 20213 min

A Crack in One Pillar of the Rally

I have been consistent in saying that as long as the four pillars of the rally (Historic Fed accommodation, massive government stimulus,...

Feb 8, 20214 min

February Market Multiples - Four Pillars of the Stock Market Rally

There is a substantial and important change to February’s market multiples table (MMT) as the analyst community (both buy and sell side)...

Jan 4, 20216 min

The Case for Stock Market Volatility and Melt-Ups in 2021

“There is always a disposition in people’s minds to think the existing conditions will be permanent. When the market is down and dull, it...