Archive for category: Research Reports

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...

No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...

  Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...

Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...

The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...

Stocks danced higher this past week to produce their best week since February.  The Dow Jones Industrial Average (DJIA)...

Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...

Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...

Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...

Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...

  Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...

Welcome back to Finom Group’s weekly Research Report cycle (3 weeks on, 1 week off). Investors have muddled through...

Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...