The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
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U.S. Equity Strategy: Upgrading Utilities, Downgrading Manufacturing
We continue to view the market as healthy in terms of breadth, although rotations are occurring at the margin which warrant minor tweaks to our...
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U.S. Equity Strategy: Opportunities in Energy & Health Care Stocks
While defensive sectors continue to lag, one cyclical sector, Energy, has surged to the top of our relative strength rankings. Though we continue...
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Oil & Gas M&A Update (Part 3): Who Are the Winners in the M&A Market?
This report is the third and final instalment of a three-part analysis on the latest trends in the oil and gas M&A market.The M&A activity...
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Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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