U.S. Equities: Downgrading Manufacturing and Materials; Large-Cap Financials at Critical Support
So far the S&P 500 has failed to overcome the 2,790-2,800 resistance level we first highlighted in our 6/5/18 Compass. However, while a...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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KHI: Not the Most Vulnerable to Chinese Retaliation Against Boeing, Russian MC-21 Is a Wildcard
KHI is down 5.5% today vs. peers down about 2-4% as all the talk is about Trump's escalating trade spat with China and investor concern builds over...
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U. S. Aerospace & Defense Lifting Off
Large-cap aerospace and defense stocks remain leadership, emerging from recent market volatility to achieve new relative strength highs....
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Dollar Bears Focus on Twin Deficits, as China Fears Imply Software Led 5G Rollout
US twin deficits have for the first time since 2004/5 become a focus for FX markets, fearing that a late cycle fiscal expansion will push combined...
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