TMI Snapshots: Quantifying Relative Sector Sentiment in the Recent Rotation Via Text Mining
We quantify recent sector sentiment dynamics through the lens of text mining. The current cyclical rotation is in its early innings, as relative...
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TMI Snapshot: Update on Text-Mined Inflation Indicators & How They Line Up With the Value Rotation
A nearly "V-shaped" recovery in the momentum of inflationary/reflationary expressions in the global media has played out since late October, but...
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U.S. Equity Strategy: Dramatic Improvement
Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...
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U.S. Equities: Mixed Signals Punctuate Muted Outlook
While the S&P 500 has hit marginal new highs, price action of the S&P 500 and the price and RS of several Sectors/subsectors is similar to...
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All-Time Closing Highs Fails To Impress
The S&P 500 made a new all-time closing high following the largely as-expected U.S.-China trade cease-fire agreement, but it did so...
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