Energy Will Continue To Power Portfolio Gains

 April 26, 2024 |Michael Capobianco
Oil has been rallying and that’s fueling an intriguing opportunity. Today we’ll examine what’s behind the Energy sector’s supply and demand dynamics, focusing on the risk from the Middle East conflict. The global oil sector is benefiting from improved...
Read more

Don't Fight The Fed - Understand It

 April 19, 2024 |Michael Capobianco
Don’t fight the Fed” is one of the oldest Wall Street adages and for good reason. The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. For all its power, though, the Fed...
Read more

Adjusting Expectations

 April 05, 2024 |Michael Capobianco
Today we’ll focus on 2024 earnings: The union of the “haves and have nots” Full-year earnings growth trajectory is very important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge—a positive sign. But there are some lingering...
Read more