Global Energy Stocks Are Breaking Out -- Buy
In today's report we lay out what we believe is a compelling case to add exposure to global Energy stocks at current levels.
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U.S. Equity Strategy: Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
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U.S. Equity Strategy: Positive Outlook Intact; Cyclicals Leading; Opportunities in Tech Sector
The market’s bounce off of the December, 2018 low was a swift “V” reversal. While we often see a retest of such events, our outlook since that time...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Here's How to Look at the Oil Market in 2018: Reset Your Calculus
In the Sheikh versus Shale match, round one goes to the Sheikh. Benchmark Brent crude is up around $10/barrel from a year ago and settled at a...
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