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Thoughts From The Divide: The Little Things

BY JON WEBB
Following the warnings from Walmart’s earnings last week, Target announced earnings this week and saw its stock walloped. As the CEO noted, “The ‘biggest challenges’ Target is hearing from its shoppers are ‘inflation in food and household essentials’”, further adding that “inflation is putting a ‘strain on the consumer wallet.’” Read more →

Stocks Do Want To Go Up, But…

BY TEMATICA
Our only hope is that investors are able to reset the table without flipping it over. Read more →

NDR Fixed Income Allocation Strategy November 2023 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →
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