Asia Shorts and What to Buy into October Weakness
What is becoming more apparent is the inability for US equities to see weakness stick in the face of negative news with a bullish backdrop of...
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Trump Administration Continues to Ratchet Up The Pressure
*Export Restrictions On SMIC: The US Commerce Department has reportedly imposed export restrictions on mainland China’s SMIC (largest semiconductor...
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US Downside Targets with European and Asia Breakdowns
Given high conviction bear pattern breakdowns in Europe and Asia, we are assuming the US cycle has more downside per our cycle. Core shorts are in...
259 Views
Asia Short Bets as Strong Horses Bend
Asia's strong horses are showing weakening stances that are vulnerable to follow the bear camp lower from key sell resistance points. US tech hangs...
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Global Equity Chart Book: Stick With EM Over EAFE
With RS uptrends intact we continue to recommend Sector overweights to MSCI EM Technology, Consumer Discretionary, Health Care, and Communications....
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