Growth Leading This EOY Rally; Expect More Upside. PHLX Semis $SOXX With a Bullish 5-Month Reversal
Growth Leading This EOY Rally $MSFT $AAPL as Tech $XLK Breaks Out; Expect More Upside $ARKK $ARKW $ARKF $BITQ $WGMI. PHLX Semiconductor $SOXX With...
258 Views
US Cable: Good Entry Point
Comcast and Charter have had big pullbacks in the past month, leading to an attractive setup with valuations having compressed due to tough COVID...
323 Views
Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
564 Views
What's the Market Pricing In: Apple Vs. Amazon
This report serves two purposes. One is to screen large cap, non-financial US stocks for those that might be worth buying or shorting. The second...
251 Views
Fitbit, a good 'fit' for your portfolio?
In January 2014, I bought my first Fitbit device. At the time, it was a company almost unheard of except by a few. The Fitbit app on the phone was...
369 Views