Equity Research

Earnings Season Set to Test 2026’s Broadening Trade in Stocks

Abstract: The 493 is Expected to Lead Earnings Growth, But Not Without Energy Consensus expects…

Read More

Stocks Outlook Hinges on Consensus Getting Earnings Right

Abstract: Equity market valuations are currently in conflict – on a trailing basis, stocks are…

Read More

With Rates This High, An Earnings Miss May Now Be the Biggest Risk For Stocks

Abstract: Treasury yields have been surging and rates have been pressuring S&P 500 multiples. Since…

Read More

Big Breakout in Yields Resets Bonds, Dusts off 1994 Playbook for Stocks

Abstract: Bond Markets Approach Long Term Norms, Surge Mostly on Improving Growth Outlook Rates across…

Read More

Surging Gas, Diesel Prices are Starting to Pressure the Consumer

Abstract Since early July, US average diesel prices are up nearly 37% while unleaded gas…

Read More

Slower AI Model Development is Not Likely to Stop the AI Trade, But it May Change its Leadership

AI model developers are discussing a slower pace of frontier model development as concerns about…

Read More

What Would a Rate Hike Cycle Mean for Small Cap, Factor and Sector Performance?

Abstract: Small cap stocks have fared well year to date, powered higher by a resurgence…

Read More

Bonds Breaking Barriers Change Stocks’ Driver, Not Necessarily Their Direction 

Abstract: Valuations May Remain in a Downtrend with Interest Rates on the Rise The yield…

Read More

Midterm Election and Stocks: What Matters, and What Doesn’t

Abstract: Presidential Election Cycle Theory generally supports the outlook for stocks next year. According to…

Read More

It’s Not Just Mega-IPOs, US Issuance Pipeline is Exceptionally Strong

Abstract: SpaceX, Anthropic and OpenAI are getting all the hype but the pipeline of US…

Read More

Fundamentals Continue to Power Stock’s Astonishing Advance

Abstract: The AI-powered earnings advance is the gift that keeps on giving to stocks, as…

Read More

Lessons from Investment Booms Past

Abstract: Contrary to popular narratives, investment booms of the last 150 years do not show…

Read More

Want To Learn More About HB Wealth?