Risk Appetites Improving, A Bullish Sign; Downgrading Technology To Underweight
Below we highlight several metrics which provide evidence that risk appetites are improving, not deteriorating. This is a bullish signal for the...
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Copper Miners Breaking Out Around The Globe -- Buy
In this report we lay out what we believe is a compelling case to add exposure to copper miners at current levels, highlighting the following...
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U.S. Equity Strategy: Upgrading Materials To Overweight
We continue to have a bullish outlook and we believe the path of least resistance remains higher. Perhaps the most important thing which supports...
363 Views
Int'l Compass: Inflation Trade Is Gathering Steam -- Buy Energy, Miners, Autos; Stay Overweight EM
All regions—both geographic and economic—share a common through-line: bullish technicals. And we expect this trend to continue, an outlook...
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Global Miners Are Breaking Out -- Buy
A wave of breakouts is visible throughout the global mining industry, where stocks are responding to long-term trend reversals in base metals,...
446 Views