S&P 500, Nasdaq 100 Back at Support; Downgrading Discretionary to Market, Materials to Underweight
Unchanged outlook: equities not yet out of the woods, but as long as the $SPX is above 4165-4200, most signs point to this being a normal pullback....
Will Bright Health Upcoming IPO Drive Valuation of Oscar Health Higher?
Oscar Health reduced quota share in 1Q CY21 and we expect GAAP revenue may grow 100%+ y/o/y this year with growing business segments MA, Small...
U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
U.S. Equity Strategy: Bulls Still In Driver’s Seat, But For How Long?
Continued encouraging COVID-19 news and accommodative moves by the Fed have allowed the bulls to remain in control while short-term support on the...
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