US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away, one scenario that has been of growing interest among investors is a potential Democratic sweep setting the stage for a shift in the legislative agenda. The consensus view is that a Democrat victory in November will be a negative for equities….
Stocks danced higher this past week to produce their best week since February. The Dow Jones Industrial Average (DJIA)...
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
The prior week for equity investors and the major averages was shaping up to be a strong week that...
The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...
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