Valuations Are Stretched - Not Torn

 January 30, 2021 |Michael Capobianco
Given the exuberance in different pockets of the market, it’s fair to wonder if we’re seeing a bubble inflating close to a bursting point. Concerns are mounting as to whether financial markets may have entered bubble territory over the past few weeks...
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What The Earnings Trend Is Telling Us

 January 28, 2021 |Michael Capobianco
Earnings recovery in 2021 will ultimately come down to the taming of COVID-19 and the related economic reopening. With Q4 2020 earnings upon us, the signs are encouraging. So far, Q4 corporate reporting season are hinting that consensus earnings and sales...
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Mortgage Rates and Fixed Income in 2021

 January 15, 2021 |Michael Capobianco
Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment. While the outlook will be challenging for investors, borrowers still have time to take advantage of record-low...
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