So Far So Good...Almost...

 April 28, 2023 |Michael Capobianco
As U.S. earnings season nears the halfway mark, overall, companies are surpassing estimates by a strong margin. Today we’ll examine why the results may not be as strong as they appear. We also take a closer look at recent bank earnings and the group’s...
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The U.S. Dollar's Reserve Status Is Not At Risk

 April 21, 2023 |Michael Capobianco
The dollar’s role in currency reserves is again being questioned. Let’s look past the hype to explain why a change is neither imminent nor catastrophic. The financial press has been full of headlines lately on the death of the U.S. dollar as a reserve...
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A Recession Is Here. How Long Will It Last ?

 April 14, 2023 |Michael Capobianco
Whether or not the U.S. economy succumbs to a recession later this year, we think an S&P 500 earnings recession has already arrived. For investors, we believe the key questions are: How long it will last, how deep it will be To what degree is it already...
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