The stock market rally off the washed-out lows of early last fall has run further and for longer than most had expected. U.S. large-cap outperformance has been largely powered by a handful of surging Tech and tech-related stocks, whose outsized weight in the benchmark index has left many fund managers running to avoid being left behind. The strong stock market…
Developing Seasonal Pressure: Macro-Technical Updates From RBC Capital & Fundstrat
A financial market resource for the every-day investor and trader.
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Weekly Warm-up: Turn the Page but Not the Narrative
Seth Golden, , Research Reports, 0
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
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Weekly State of the Market: Day 188 Without 5% Correction
Seth Golden, , Research Reports, 0
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
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Richly Valued Markets Deserve Risk Management
Seth Golden, , Research Reports, 0
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
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Is The Bottom Nearing for S&P 500?
Seth Golden, , Research Reports, 4
We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
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J.P. Morgan Tackles Election Implications For Investors
Seth Golden, , Research Reports, 0
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
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Equity Markets Look For Balance Amidst Trade War And Reflation Fears
Seth Golden, , Research Reports, 0
This week is likely to prove a considerably important week as equity markets have gyrated back and forth throughout...
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