DraftKings: First Round Pick
Our investment philosophy attracts us to investing behind THE major secular trend in the world today…offline to online transition of massive TAMs....
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U.S. Equity Strategy: Bulls Remain In Control
The S&P 500 is holding above 3000 and the 200-day MA breakout level. As long as the S&P 500 is above this support level it tells us the...
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U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
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U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
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U.S. Equity Weekly: Actionable Ideas in Casinos, Investment Banks
The primary trend in U.S. equity markets remains bullish, and the usual suspects continue to lead: growth (Tech and FANG), homebuilders,...
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