Economic and Investment Implications of the Georgia Senate Runoff Elections
As of this morning, the results of the Georgia runoff elections to determine control of the US Senate have not been finalized.
Market Perspective
House Views 1-5-2021
Asset class view, forecasts & valuation data and a performance summary as of December 31, 2020
Still Upside in Small Caps Given Compelling Relative Opportunity & Better Hedge for Reflation Trade
After the recent rise, small caps may be due for a breather near term.
Post Election Insights With D.C. and Market Experts
On Nov. 6, Mark Oesterle and Keith Lerner, discussed our post-election perspectives and analysis of the investment implications.
Digestion Period Likely Near-Term
We remain positive on a 12-month basis, and our work continues to suggest that we are in the early stages of a multi-year economic expansion and the primary market trend remains higher.
Market Exhales, Supporting Our Base Case
Good news on the coronavirus vaccine front and further clarity on the presidential election outcome propelled markets sharply higher.