U.S. Equity Strategy: Value Overtaking Growth; Treasury Yields and Commodities Bottoming
New and ongoing developments continue to support our bullish outlook. In the “new” column, we have bullish inflections in Treasury yields, the...
368 Views
US Rotation into Small Caps/Value
Nasdaq-100 Stock Index (NDX INDEX) stands out as the weaker link as the rising wedge matures and favors rotation into value as sectors that have...
304 Views
NDX 9,600 Key Driver for SPX Stall
Nasdaq-100 Stock Index (NDX INDEX) has formed a reliable rising wedge with resistance near 9,600 that will act as a pivotal level near term as the...
245 Views
When to Sell NDX, the Last Bastion of Strength
Nasdaq-100 Stock Index (NDX INDEX) has been the pillar of strength in the US equity cycle as breadth becomes increasingly narrow and a concern...
103 Views
NDX and SOX Fallout Targets
Nasdaq-100 Stock Index (NDX INDEX) is a crowded long bet given the top 5 names make up 18% of SPX strength. Like in January, we see SOX weakness as...
253 Views