Upgrading Staples, Real Estate, and Health Care to Overweight; List of Concerns Continues to Grow
Upgrading Staples $XLP, Real Estate $XLRE, Health Care $XLV to Overweight; List of Concerns Continues to Grow; Dow $DJI, Equal-Weight S&P 500 $RSP,...
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Defensive Areas Starting to Lead; 10-Yr Treasury Yield Testing Support at 3.35-3.4%
Defensive Sectors including Health Care $XLV, Utilities $RYU $XLU, and Staples $XLP are hitting 2+ month RS highs, and are staging bullish price...
412 Views
Conditions Continue To Improve; EM Buy Signal; Growth Outperforming; Gold Vs. SPX Downtrend Intact
Emerging markets (EEM) appear to be bottoming; one attractive buy candidate is JD.com (JD). We also highlight buy opportunities within Energy...
188 Views
National Storage REIT’s Three-Way Takeover Tussle
National Storage Reit (NSR AU) is one of Australasia’s largest self-storage providers. NSR is in the middle of a three-way takeover tussle between...
397 Views
U.S. Equity Strategy: Caution Remains Warranted
We have noted several times throughout August that key support levels were being tested for global equities, and while there has yet to be a...
421 Views