In this week’s commentary, we recap the outstanding near-complete first quarter earnings season, highlight some of the key themes, and show why a potential peak in earnings growth is not cause for immediate concern.
“Opportunity Amidst Seasonal Weakness” Client Letter by John Lynch | May 3, 2018
"May’s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one of the most widely cited stock market clichés in history: “Sell in May and go away.”