U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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Weakening Dollar, Strengthening Commodities
We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also...
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Gold: Gold Stocks Making a Comeback?
we expand on our previous note Gold: Is It the Beginning of New Golden Era or End of the Bull Run? Our analysis of returns on gold and gold-stock...
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Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
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QIC Takes Pacific Energy Into Its Fold
Remote power station operator Pacific Energy (PEA AU) has agreed to a Scheme of Arrangement with Brisbane-based QIC Private Capital at...
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