The time to hesitate is through “Light My Fire” – The Doors As equity markets enter the final quarter of 2024,...
Jay Peters, CFA®
Articles by: Jay Peters, CFA®
When (Will) I Come Around: Our Thoughts on U.S. Small & Mid Cap Equities
Well, I heard it all before, so don't knock down my door I'm a loser and a user so I don't need no accuser To try and...
Running Against the Wind: Our Views on the U.S. Equity Q1 Earnings Season
Moving eight miles a minute for months at a time,I began to find myself searchingSearching for shelter again and...
The Ramblin’ Man: U.S. Equity Fourth Quarter Earnings Recap
Like the myth of the “Ramblin’ Man”, whose rough-and-tumble, on-the-road lifestyle was described by the Allman...
Carry On My Wayward Son: U.S. Equity Fourth Quarter Earnings Preview
Kansas’ 1976 signature song “Carry on My Wayward Son” alluding to perseverance and uncertainty, is a fitting analogy...
Back in (the) Black: U.S. Equity Third Quarter Earnings Recap
This week we are providing our assessment of the third quarter S&P500 earnings season which could be appropriately...