Can Equities Sustain Higher Bond Yields ? They Can.

 February 26, 2021 |Michael Capobianco
The spike in yields of late has sent shivers through stock markets, which recently reached all-time highs and whose valuations are seen as stretched. But this rise in yields, if contained, isn’t necessarily bad news for stocks. Rather, it suggests to...
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Long Term Trend Or Much Ado About Nothing ? The Lesson Learned From GameStop

 February 13, 2021 |Michael Capobianco
The saga which had recently unfolded regarding Game Stop was breath taking to say the least. Now that dust has settled, it is important to bring to light the longer term implications for the market as a whole. This episode is indicative of a mega-shift...
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How The Economic Recovery Is Starting To Unfold

 February 05, 2021 |Michael Capobianco
Following much of the market noise and volatility in recent weeks, incoming data continues to suggest to us that the fundamental backdrop for the U.S. economy remains on remarkably solid footing. After last week’s solid GDP report, data this week quelled...
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