Risk Appetites Improving, A Bullish Sign; Downgrading Technology To Underweight
Below we highlight several metrics which provide evidence that risk appetites are improving, not deteriorating. This is a bullish signal for the...
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U.S. Market Sending Mixed Signals
In today’s report we highlight attractive Groups and stocks within Consumer Discretionary, Materials, Health Care, & Services
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U. S. Equity Strategy: Still Bullish, But Also Extended Near-Term
Despite the Nasdaq 100 getting quantitatively extended, the weight of the evidence continues to suggest that our bullish outlook remains...
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US Hospitals: In Sickness and in Hell
The World Health Organization finally declared on Wednesday that Coronavirus COVID-19 has become a pandemic. This with now nearly 128,343 confirmed...
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U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
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