Core US Sector Weakness/Triple Tops Mirror Late 2018 with Tail Risk
We have been pounding the table regarding core sector underperformance as a destabilizer for the broader US equity bias/trend. Transports, small...
364 Views
Here We Go Again
In last week’s Compass we laid the case that markets were at a key inflection point heading into the first Fed rate cut in over a decade. Despite...
409 Views
Post Fed Fade from SPX 3,023 Turn Level
Our base case called for a Fed induced rise to SPX 3,023 with risk to 3,050 to trim longs and put on short (sell the fact) exposure as a hedge for...
453 Views
U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With
The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....
444 Views
SPX 2,970 Breakout Needs a Re Test for Confirmation
SPX did see the touted fade from 2,970 dual tops and met the 2,915 buy target for a push to 3,010 projection per this previous chart capture. We...
466 Views