Thank you for joining us for this week’s State of the Market. My voice is back, to a greater degree at least! In this week’s SOTM we take a look at how the market rotations are affecting the strength and weakness of year-to-date trends. In 2021, investors will need to adapt to a less speculative environment and focus on rotations….
The chart below identifies the S&P 500 (SPX) movement through the trading week that was. And it was quite...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
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