U. S. Equity Strategy: Still Bullish, But Also Extended Near-Term
Despite the Nasdaq 100 getting quantitatively extended, the weight of the evidence continues to suggest that our bullish outlook remains...
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US Hospitals: In Sickness and in Hell
The World Health Organization finally declared on Wednesday that Coronavirus COVID-19 has become a pandemic. This with now nearly 128,343 confirmed...
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U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
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U.S. Equity Strategy: Taking a Breather
As the broad market takes a breather, the weight of the evidence continues to support our belief that we are in the early stages of a broad-based...
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U.S. Equity Strategy: Upgrading Health Care to Overweight
Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year...
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