Goldman Sachs reiterates Sherwin-Williams stock rating on pricing power

Here is an interesting chart from Luke Kawa. It shows monthly returns of Goldman Sachs’ basket of retail favorite stocks. It’s down 12% this month through yesterday, which would make it the worst month since April 2022. Note that the bad and good months tend to cluster as momentum takes over. There were a couple…

Copy Citation Kimberly A. Berg, Chadwick C. Curtis, and Nelson C. Mark, “Temperature Fluctuations and Economic Conditions: Evidence from Weekly U.S. Data,” NBER Working Paper 35529 (2026), https://doi.org/10.3386/w35529. Copy to Clipboard Download Citation

ICYMI – Fed’s Hammack makes closing case for higher rates before blackout begins !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|} !“#$%&‘()*+,–./0123456789:;<=>?@ABCDEFGHIJKLMNOPQRSTUVWXYZ[\]^_`abcdefghijklmnopqrstuvwxyz{|}

Warren Buffett is no longer the CEO of Berkshire Hathaway, the company he spent six decades building into one of the world’s largest conglomerates. But the lessons he taught investors and people along the way will live on forever. One of those, in particular, concerns how to invest when the market gets tough and pulls…

We thank Andrew Chen (discussant), Ingrid Tierens, Stefan Nagel, and conference and seminar participants at The Future of AI in Asset Management Conference at Chicago Booth, the ABFR Seminar, Baruch College, Columbia University, and the University of Utah for helpful feedback and suggestions. For financial support, Koijen thanks the Center for Research in Security Prices…

Refinancing to a lower rate isn’t an option for many homeowners, who now face “financially unsustainable” mortgage payments.