Doll’s Deliberations – August 1, 2022
August 1, 2022 Marcos Juarez
Confusing Cross-Currents Continue To Confound
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Doll’s Deliberations – July 25, 2022
July 25, 2022 Marcos Juarez
So Many Crosscurrents...
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Steward Economic and Fund Commentaries 2Q 2022
July 22, 2022 Marcos Juarez
Crossmark Economic and Strategy Commentaries 2Q 2022
July 22, 2022 Marcos Juarez
Doll’s Deliberations Quarterly Edition – July 11, 2022
July 11, 2022 Marcos Juarez
Attention Shifts from Multiple Compression to Earnings Concerns
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Doll’s Deliberations – July 18, 2022
July 18, 2022 Marcos Juarez
Uncertainty prevails leading to volatility in both directions
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10 Predictions for 2022 – Q1 2022 Update
April 20, 2022 Marcos Juarez
Our view is that the equity market is in a tug of war between a good earnings tailwind and a…
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Steward Economic and Fund Commentaries 1Q 2022
April 19, 2022 Marcos Juarez
Crossmark Economic and Strategy Commentaries 1Q 2022
April 19, 2022 Marcos Juarez
Accepting Average – The likelihood of mediocre future returns
March 3, 2022 Marcos Juarez
Over the last 10+ years, U.S. equity outperformance has been caused by increased profit margins, the accretive impact of share…
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