Archive for category: Research Reports

Well, that was much to do about nothing given the anticipation that came ahead of the trading week.  When...

Good morning fellow investors. This week’s Research Report will hit with greater brevity than you’ve seen with many of...

1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...

For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...

One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...

Did anything change during the trading week to reinforce our bullish outlook on both the economy and equity market...

After a lackluster week for equities in the middle of the month and heading into the end of the...

There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...

Coming into the trading week, most every index and index ETF was expressing overbought conditions. With all the major...

Leading up to the Friday trading session, the markets appeared to be expressing exhaustion and have been with overbought...

Volatility Review  19 February 2019 Equity Derivatives Strategy Bram Kaplan, CFA AC, Marko Kolanovic, PhD  Positioning update, RTY and...

It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but...

Why rising rates and a flatter curve signal a potential downturn:  The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...

Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...

When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...

It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...

This has been one heck of a market rally, but it comes on the heels of one heck of...

U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...

The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...

The S&P 500 (SPX) and its peer indices have had quite the bullish move off of the Christmas Eve...