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Trading Desk: Look Past The Magnificent 7 For Growth

The secret of growth investing is that you can’t let the shocks shake you out of stocks that might take several boom-and-bust cycles to achieve even a fraction of their ultimate potential. Last month demonstrates this principle beautifully. We could’ve given up on everything in

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Trading Desk: Some Bubbles Deserve To Burst

For the past five years, U.S. equities have seemingly defied gravity, consistently commanding premium valuations. Investors, buoyed by unprecedented pandemic-era stimulus and the transformative potential of artificial intelligence, pushed the S&P 500 to remarkable heights, enjoying a surge of over 140% from the COVID-19 lows. 

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Trading Desk: No Earnings Recession Here

Some people have already written off this earnings season as a non-event, with numbers from before the trade war becoming meaningless as figments from a vanished world. They have a bit of a point. But most earnings reports also contain some element of guidance, which

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Trading Desk: Navigating Murky Trade Waters

This week, financial leaders from across the globe converged on Washington, D.C., amidst a backdrop of escalating trade tensions and economic uncertainty. Casting a long shadow over these discussions was the president, whose aggressive & bewildering trade policies have sent ripples through international markets.  The

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