U.S. Equity Strategy: Upgrading Cap-Weighted Communications to Overweight
We continue to move increasingly toward the bullish camp and we believe equities are poised for higher prices moving forward. In today’s report we...
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S&P 500 and S&P 600 Testing Resistance
We believe the market is at short-term overbought extremes and is contending with resistance. Resistance levels we are monitoring include...
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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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The Decline of the Entrepôt Economy, HK's Fall from Grace...The Socio-Political & Economic Drivers
In this piece I look at the failure of HK to meet its challenges, especially since 1997, while contrasting in less depth the different approach...
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Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
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