Mon October 23, 2023

Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.

We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season.  This explains why investors are sidelined but we need to be mindful that markets bottom on bad...

Thu August 24, 2023

Stock Prices During Recent Labor Strikes

On Tuesday, August 22, 2023, UPS workers – specifically, members of the Teamsters union – formally voted to approve a new contract that would include significant pay raises, an end...