Those Tax Hikes I Warned About…

by Matthew Levy, CFA Remember how every month in 2021 started off hot and then saw a pullback and volatility occur by the second half of the month? Welcome to the second half of April. After switching my calls on the …

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Is BofA Right About A Market Drop To 3800?

by Lance Roberts Recently, Bank of America’s Savita Subramanian discussed why the market could drop to 3800. She discussed her thesis in her latest strategy note titled “Five Reasons To Curb Your Enthusiasm.” This analysis is interesting, particularly when analysts …

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The Market Is Wrong About Rate Hikes

by UPFINA The latest jobless claims report from the week of April 3rd wasn’t great. This is one of the bears’ last credible arguments that the labor market isn’t accelerating. However, we wouldn’t hang our hats on this metric because of how …

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