Capital Investment Drives Utilities' Growth, but Valuations Are Rich
Utilities continue to find ways to grow, employing $1.1 trillion in capital spending over the past decade, and we see a long runway for additional...
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S&P 500 Revisiting 2,600 Support
The S&P 500 was not able to break through the 2,817 and 100-day moving average resistance levels last week, and has now fallen abruptly back to...
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U.S. Equity Strategy: How Much Worse Can It Get?
A breakout late last week in the high yield spread over 10-year Treasuries can now be added to the already long list of concerns we have for the...
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Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
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Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
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