Archive for category: Research Reports

The war between Hamas and Israel – and the potential for escalation to the wider region – has increased...

Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...

While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...

There was a great deal of concern for the manner in which the equity markets closed the week, 2...

A Note: Structurally, the market needs breadth to improve this week, which demands improved performance from Equal-Weights and Small-Caps!...

Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that...

In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...

Fiscal constraints limit policy response at a time when cyclical risks persist. Market breadth reflects this dynamic as the...

The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting...

The weekend is where many a discipline and devoted investor/portfolio manager spend most of their free time in the...

“The most important financial lessons aren’t learned slowly during bull markets. They are seared into your brain in bear...

1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...

Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...

 On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US...

In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...

Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...

September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...

Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...

A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...

The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...

Let’s not blow things out of proportion, as the first full trading week of September and month-to-date returns are...

The Paradox: The #1 concern for most investors/traders forces the diversification of a portfolio, which ultimately and perpetually underperforms...