The Market Sentimentalist – Crowd Complacency: Crunch Time For US Equities (And Tech)?
SummaryApple’s stock price has tumbled since their annual product “reveal” earlier this month. They are not alone. Other leading tech stocks – the...
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U.S. Manufacturing Sector Breaking Out to All-Time Relative Strength Highs; Actionable Stocks
We take a look at actionable stocks within the U.S. manufacturing sector, a Vermilion Research overweight. The following industry groups are...
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U.S. Equity Strategy: Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming
Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this...
350 Views
The Market Sentimentalist – Rear Window: Hitchcock, Self-Driving Cars And Central Bankers
SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus,...
214 Views
Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
419 Views