Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a faster transition to mid cycle dynamics which means it’s time to upgrade the quality in one’s portfolio. One sector shift that makes sense is Discretionary to Staples which received a lot of pushback. Today, we defend both calls and provide new…
Are you a short-VOL/VIX trader? If so you probably know what it feels like to have your trading style/strategy...
“While so many worry about trying to grab a few pennies in front of a steamroller… We could be...
Our weekly State of the Market video and macro-market weekend Research Report are postponed due to holiday weekend. In...
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
Investor Sentiment This year has been a year unlike more recent and years whereby the markets trended steadily higher...
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
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