Archive for category: Research Reports

Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...

While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....

The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...

Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...

“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...

The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...

After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...

Some 90% of RIAs can’t analyze markets with any proficiency! Some 90% of analysts can’t advise clients in a...

Global Macro spotlight by Gary Schlossberg, Global strate  We believe investors looking beyond this year’s expected economic boom can...

Nailed it! That must be what Fundstrat strategist Tom Lee is thinking at the end of the trading week...

US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...

At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...

In this week’s State of the Market we review a couple of key breadth indicators that may help to...

By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....

Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...

  Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...

Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...

Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...

Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...

The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....

Welcome to this week’s State of the Markets.  This week’s episode will hope to find a video recording, but...

A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...

Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...