Upgrading Real Estate, Transportation to Market Weight; Smid-Caps With Bullish RS Reversals
Upgrading Real Estate $XLRE $VNQ and Transportation $IYT $XTN to Market Weight; Smid-Caps With Bullish RS Reversals as $SPX, $COMP Take a Pause;...
Vermilion Research
26 Views
Bullish Outlook Intact; Upgrading Brazil to Overweight; Buying Global Gold/Silver Miners + More Buys
Our bullish outlook on global equities $ACWI remains intact. We are also upgrading Brazil $EWZ to overweight. We continue to expect a rally into...
Vermilion Research
387 Views
Continue to Ride the Trend Higher; Buying Gold, Silver, Miners $GDX $GDXJ $GLD $SLV
New market-generated information continues to be risk-on, which has only reinforced our bullish outlook on the broad equity market. We still expect...
Vermilion Research
256 Views
Year-End Rally to Continue?; Riding the Trend Higher; Buys in Education Services and Retailers
10/31/23 we discussed how risk/reward favored buyers as key $SPX $QQQ $IWM supports were being tested. 11/7/23 we argued it was MORE than just...
Vermilion Research
264 Views
Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
Vermilion Research
428 Views