US Secondary Top Risk and Value Play Break
Dow Jones Industrial Average (INDU INDEX) has been a value perform play in our work as have small caps until last week when we started to see...
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U.S. Equity Strategy: Signs Point To Healthy Pullback Opportunity
The risk of a correction due to a “second wave” of infections has given way to optimism over increased monetary and fiscal stimulus and a potential...
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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...
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U.S. Equity Strategy: Healthy Sector Rotations Continue
The rotation out of stay-at-home/COVID-19 beneficiary stocks and into reopening/economically sensitive stocks that we highlighted last week has...
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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...
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