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5898 posts
BofA: S&P 500 EPS Outlook – Don't be so negative on Corporate America
Savita Subramanian, the Chief U.S. Equity Strategist at BofA Securities, has revised the firm's 2023E earnings per share…
Nvidia Corp. - (NVDA) - May 25, 2023 (Daily Stock Report)
by SIACharts.com Last night, chipmaker Nvidia Corp.* (NVDA) beat the street on earnings and posted guidance well above…
JPM Marko Kolanovic: Cut stocks, Add to cash and gold
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan
Jurrien Timmer: Have interest rates peaked?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company (FMRCO), Markets seem to think…
A.I., Narrow Markets, And The New T.I.N.A.
by Lance Roberts, RIA The A.I. chase is making for a very narrow market. As Bob Farrell once…
Brian Wesbury: Agents of Change?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Deep, Wide Moats & The Art of Investing in Unwanted Assets
Listen on The Move Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a…
Vulcan Materials Co. - (VMC) - May 23, 2023 (Daily Stock Report)
by SIACharts.com Sand and gravel producer Vulcan Materials (VMC) has soared up the rankings in the SIA S&P…
BofA Savita: New year-end target: 4300, range 3900 to 4600
by Savita Subramanian, Chief U.S. Equity Strategist, BofA Securities Copyright © BofA Securities Research
BofA Flow Show: It's Back On
by Michael Hartnett, Chief Investment Strategist, BofA Securities Copyright © BofA Securities Research
Is the Consumer Cracking?
by Brad Tank, Chief Investment Officer—Fixed Income, Kristin Cejda, Senior Research Analyst, Jennifer Haidu, CFA, Senior Research Analyst,…
Tech Stock Hail Mary
by William Smead, Smead Capital Management Dear fellow investors, The most famous “Hail Mary” in American football history…
Hubert Marleau: The Scenario is Changing
by Hubert Marleau, Market Economist, Palos Management May 21, 2023 Investors applauded signs that two of their biggest…
Netflix Inc. - (NFLX) - May 19, 2023 (Daily Stock Report)
by SIACharts.com Netflix (NFLX) has been working its way back up the rankings in the SIA S&P 100…
Learnings from Earnings: Macro Crosscurrents Make Growth Elusive
by James T. Tierney, Jr., Chief Investment Officer—Concentrated US Growth, & Dev Chakrabarti| Chief Investment Officer—Concentrated Global Growth,…
