Upgrading Energy To Overweight; WTI Crude Oil and XOP With Major Long-Term Breakouts
Recent developments lead us to believe that Energy is likely to outperform moving forward: WTI crude oil is breaking above $77, and the RYE and XOP...
237 Views
U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
367 Views
Smartkarma Originals
Fragility and Resilience Screening System
The spread of COVID-19, one of the greatest risks to humankind, has forced governments to enforce strict social distancing measures and lock down...
493 Views
Competing Bids for Anadarko Finally Break the Calm in the Upstream Oil & Gas M&A Market
The unfolding bidding war for Anadarko Petroleum (APC US) is heating up a dormant upstream oil and gas M&A market that had been experiencing a...
530 Views
Yield Surge Tests Equities; Downgrading Discretionary
We are downgrading Consumer Discretionary to market weight as retail breakdowns and continued weakness in homebuilders and major autos has led to...
298 Views