U.S. Equity Strategy: Bulls Remain In Control
The S&P 500 is holding above 3000 and the 200-day MA breakout level. As long as the S&P 500 is above this support level it tells us the...
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SPX 3,100 Where Risk to Reward Diminishes
S&P 500 (SPX INDEX) is moving into a frothy stage primarily on the back of the tech rally exhausting as we see rotation into value. It is this...
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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 Equity Valuations Get Richer, but Economic Outlook Uncertainties Remain Unresolved
The relevance of the Great Moderation in long duration asset valuation should be called into question given two severe back-to-back recessions over...
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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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