That Irritating Noise Being Ignored is Sound of Favorite Consumer Companies Signaling Distress The market is focused on tech, but consumer spending is still
The market can keep rising until something changes Why are prices for stocks rising? There are three main reasons that I can identify. The first
“They’re addicted to raising prices,” John Zolidis, president of Quo Vadis Capital told The Post. “There is a risk that the whole industry goes too far.”
How to avoid a destructive “take profits now” mentality.
Stocks start 2024 at the same level they started 2022. Does that mean Wall Street’s outlook for companies is unchanged? Perhaps it is odd to
Stocks gain 6% in November despite scary bond yields and 19% YTD in defiance of the “recession consensus.” Why has 2023 been so good for
Stocks Drop 5% from July Peak. Trip to China. Face-PLNT or Opportunity? Markets have been in valuation contraction mode since the July peak. Including the
“What helps Nike to be relevant more broadly is how many different consumer segments they touch,” said John Zolidis, founder of consumer-focused investment adviser Quo Vadis Capital. It’s not a high-end business and it’s not a low-end business, so “it’s a pretty good indicator of what’s happening out there.”
Behind the Shiny Objects and Gloss, the View is Less Wonderful US markets have geared themselves to decelerating inflation, relatively stable economic figures and a fascination with
Most thought there would be a 2023 recession. Then stocks rebounded 30% from lows. In January I remarked on a unique event in the financial