U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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Global Solar Energy Stocks Are Bottoming
In today’s report we highlight the following actionable solar energy names: First Solar (FSLR), SolarEdge Technologies (SEDG), GCL-Poly Energy...
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U.S. Equity Strategy: Upgrading Manufacturing Sector
The S&P 500 continues to hover below critical resistance at its 200-day moving average while market participants remain in a wait-and-see mode...
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Energy Rally Accelerates, But So Does Renewables Threat...
I’ve been a cyclical bull on crude oil and the global energy sector, but the longer-term transition toward a renewables led and distributed power...
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The Week That Was in Greater China @Smartkarma: #BigBallerBlues, Trump, 11-11 Holiday, & Much More!
Last week the news out of China was thoroughly dominated by the highly-anticipated official visit of a polarizing US media figure whose mere...
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