S&P 500 Testing 4165-4200, DJIA Testing 34,280, Nasdaq Composite Testing 12,300; Stay Defensive
$SPX testing our 4165-4200 resistance range, $DJI testing 34,280 1-yr resistance, Nasdaq Comp $COMPQ testing critical 12,300 resistance. All while...
U.S. Equity Strategy: Major Indexes Testing Critical Supports; Buying Consumer Discretionary Stocks
Market dynamics have deteriorated along with the major averages, and many are testing critical supports; as long as supports hold we expect more...
TMI Snapshot: Some US Housing Indicators Lose Momentum as Deurbanization Theme Appears Transitory
We see potentially peaking momentum in US housing, as data suggests the pandemic-driven deurbanization theme seen as a multi-year secular catalyst...
U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
U.S. Homebuilders Decisively Bottoming -- Add Exposure/Overweight
Homebuilders have been one of our favorite themes in the market and we officially assigned an overweight to the Group in our 2/12/19 Compass. Based...
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