In terms of earnings, stock performance, and valuation, this continues to be a tale of two markets.  The ten largest stocks by market...

The economic and stock market backdrops have changed a bit over the past three months. Long-term inflation expectations are higher....

Highlights of this Special Edition Newsletter: Using the SLAM Method to combat phishing emails Congratulations to our colleagues...

The S&P 500 stock index is up over 25% since the end of October and, excluding the half dozen mega-caps at the top of the S&P 500, the...

It was the best of times, it was the worst of times, it was the age of future rate cuts, it was the age of higher for longer, it was the...