U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
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Social Distancing? Don’t Stay Away from This Crowd (Strike)
Crowdstrike Holdings Inc (CRWD US) considered the impacts that Coronavirus is having on end market demand and its sales channel before issuing its...
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Slack: Microsoft No Longer Cutting Them Any, Flipping to a Short.
We have previously been long biased on Slack Technologies Inc (WORK US) , though extremely cautious on its valuation. Three datapoints in the past...
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Crowdstrike: A Case Study Followup
In light of the recent leg down in growth software, we thought it timely to do a follow-up to our Crowdstrike Holdings Inc (CRWD US) case study...
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