CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, offer this insightful market analysis to help you navigate the ever-changing financial landscape. This month:
– The market rotation has begun and what you need to know
– The Sahm rule says recession is here, but we disagree.
– How behind is the Fed on rate cuts?
– What we think the Fed will do next
Live & Latest UpdatesMarkets
The Stock Market Rotation Is Here! And Recession?
Mike Rarey, CFA
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
Michael Warford, CFA
Principal, Director of Finance and Administration
Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.
