Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>To start, the 2023 and 10 years Total Returns &amp; CAGR of the big 3 indices: sentiment is very positive, risk appetite is on and we have a new bull market.</li><li>Let’s start with the Dow Jones Industrial Average (DJIA).</li><li>Created in 1896, is one of the oldest &amp; most widely recognized stock market indices in the world &amp; and is made up of 30 blue-chip stocks that are considered leaders in their respective industries.</li></ul>

To start, the 2023 and 10 years Total Returns &amp; CAGR of the big 3 indices: sentiment is very positive, risk appetite is on and we have a new bull market.Let’s start with the Dow Jones Industrial Average (DJIA).Created in 1896, is one of the oldest &amp; most widely recognized stock market indices in the world &amp; and is made up of 30 blue-chip stocks that are considered leaders in their respective industries.

Maverick Valuations #2 - USA: Dow Jones, Nasdaq 100 & The Mighty S&P 500

Quantitative Researcher, MRM Research

Nico Rosti

Quantitative Researcher

MRM Research

Quantitative Research

Event-Driven

<ul>
<li>The S&amp;P500 E-Mini (ES) is approaching a DAILY resistance level at a point in time where it could perform a quick reversal - a SHORT trade opportunity.</li>
<li>Watch the 4483-4525 price area, today is the 3rd consecutive day up, the reversal could begin in that area, today or tomorrow.</li>
<li>The probability for a quick reversal, after 3 days up, in the 4483-4525 price area, is between 67% to 79%, depending on the resistance levels reached.</li>
</ul>


The S&amp;P500 E-Mini (ES) is approaching a DAILY resistance level at a point in time where it could perform a quick reversal - a SHORT trade opportunity.
Watch the 4483-4525 price area, today is the 3rd consecutive day up, the reversal could begin in that area, today or tomorrow.
The probability for a quick reversal, after 3 days up, in the 4483-4525 price area, is between 67% to 79%, depending on the resistance levels reached.


EQD | S&P500 E-Mini (ES) DAILY SHORT, Speculative High-Probability Trade

Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

Global Multi-Asset Investment Strategist

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

<ul>
<li>The risk premium of equity asset classes has further declined. The risk premium on US Equities is now just 3.1%, which is very unattractive.</li>
<li>The risk premium of equity asset classes has further declined. The risk premium on US Equities is now just 3.1%, which is very unattractive.</li>
<li>Our ‘Bellwether EPS indicator’ points to a year-on-year earnings-per-share decline of nearly 22%, leaving little room for earnings growth to remain positive.</li>
</ul>


The risk premium of equity asset classes has further declined. The risk premium on US Equities is now just 3.1%, which is very unattractive.
The risk premium of equity asset classes has further declined. The risk premium on US Equities is now just 3.1%, which is very unattractive.
Our ‘Bellwether EPS indicator’ points to a year-on-year earnings-per-share decline of nearly 22%, leaving little room for earnings growth to remain positive.


High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>Energy- Rotation to Laggards or Something More Brewing?</li><li>The worst S&amp;P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.</li><li>Inflation readings have benefited so far by energy “staying in the box” in 2023 versus the wild price spikes to $5/gallon gasoline and above which occurred last spring.</li></ul>

Energy- Rotation to Laggards or Something More Brewing?The worst S&amp;P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.Inflation readings have benefited so far by energy “staying in the box” in 2023 versus the wild price spikes to $5/gallon gasoline and above which occurred last spring.

<ul>
<li>Our Fear &amp; Frenzy Sentiment Index has moved into Frenzy territory aggressively, suggesting a pullback in equity markets is upon us.</li>
<li>Based on the historical relationship between the ISM Manufacturing and the S&amp;P 500 Index, the latest drop to 46 suggests an index level of 3,400.</li>
<li>This week, we highlight the chart showing the change in the number of bankruptcies and the spread on US high-yield bonds. Where did spreads go?</li>
</ul>


Our Fear &amp; Frenzy Sentiment Index has moved into Frenzy territory aggressively, suggesting a pullback in equity markets is upon us.
Based on the historical relationship between the ISM Manufacturing and the S&amp;P 500 Index, the latest drop to 46 suggests an index level of 3,400.
This week, we highlight the chart showing the change in the number of bankruptcies and the spread on US high-yield bonds. Where did spreads go?


The Weekly Market Monitor (27) – Will the Bull Survive?

United States

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.

S&P 500 INDEX (SPX INDEX)

Maverick Valuations #2 - USA: Dow Jones, Nasdaq 100 & The Mighty S&P 500

To start, the 2023 and 10 years Total Returns & CAGR of the big 3 indices: sentiment is very positive, risk appetite is on and we have a new bull...

Maverick Equity Research

EQD | S&P500 E-Mini (ES) DAILY SHORT, Speculative High-Probability Trade

Market Reversal Matrix (MRM)'s analysis of the S&P500 Futures (ES) DAILY resistance levels + probability of trend reversal for the next few days,...

Nico Rosti

Markets Better Not Focus on Valuation

Valuation measures reveal pricy equities and cheaper Treasuries. A comprehensive overview of valuation across asset classes.

Jeroen Blokland

Weekly Stock Bullfinder - Week of 7/10

The worst S&P 500 sector so far in 2023 has been energy which is down almost 8% getting trounced by the technology and communication services sectors.

Weekly Stock Bull Finder

The Weekly Market Monitor (27) – Will the Bull Survive?

If markets stop being driven by sentiment and focus on the broader macro environment, downside in equities and other risky assets becomes abundant.

Jeroen Blokland