Gold: Gold Stocks Making a Comeback?
we expand on our previous note Gold: Is It the Beginning of New Golden Era or End of the Bull Run? Our analysis of returns on gold and gold-stock...
460 Views
U.S. Equity Strategy: One Step Forward, One Step Back
As the market churns in a one step forward, one step back fashion, we remain in wait-and-see mode as to whether recent improvements in cyclical...
420 Views
U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
397 Views
Risk Shift, US Under Current Rotation and Asia at Key Resistance Points
SPX 2,950 will act as the bull/bear line for global risk with Europe and Asian facing tougher overhead hurdles. Treating the SPX breakout as just...
384 Views
Global Equity Strategy: Guarded Optimism
Global equities (MSCI ACWI) are decisively breaking above 1-month resistance on US-China trade war optimism, incrementally improving the technical...
390 Views