Research Report Excerpt #1 Are we on the cusp of another double-digit Nasdaq correction? Anything is possible, and since...
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...
Research Report Excerpt #1 Speaking of Friday’s pullback, Finom Group has identified what may have caused or catalyzed Friday’s...
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,...
Research Report Excerpt #1 Which sector will lead the longer-term trend? Sector and style rotation has remained a dominant...
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...
A boom or bust for the economy and markets? Risky assets will continue to benefit Our top 10 takeaways...
Strategy Equity and credit markets continue to grind higher, undisturbed by the recent rise in bond yields or...
Research Report Excerpt #1 At the industry level, since the end of March, here is what the healthy rotation...
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...
Research Report Excerpt #1 The typical April return has been good, but not great. Over the past 10 years,...
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...
