You had better hide that statement from your spouse. The market is now weakening faster than expected. What started as a rotation into defensive sectors is beginning to look like a broader correction, and we believe the weakness could continue for several more weeks. If that happens, even some of our highest-conviction stocks may come…
Back to school
Buy the dip or buy the headache? Yikes! Markets have finally taken a breather. The recent pullback in AI and technology stocks has put a number of quality names back on my radar, but before anyone rushes to “buy the dip”, it pays to ask whether this is an opportunity or an expensive lesson in…