We believe true value comes only by understanding how the market fundamentals of supply and demand affect whole sectors or sub-sectors within a portfolio. This guiding principle is how we have become one of the largest providers of financial analysis and reporting services, distributing information, opinions, and strategic commentary on a multitude of topics — practically by the minute.
The Jury Is Out
This week, we step back from the usual suspects to look at a broad range of economic data. There are green shoots in housing but a decidedly mixed picture elsewhere. As Dallas Fed President Robert Kaplan told Bloomberg Television’s Mike McKee yesterday, the jury’s out.Plus "The Week Ahead," a preview of next week’s potentially market-moving events.
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