Quiddity Leaderboard SP500/600 Jun26 Rebal: Base Date Is Only Two Weeks Away
One intra-review SP 500 ADD slot in play ahead of the June 2026 rebalance. 2 regular ADDs and 2 DELs expected. Meanwhile, SP DJI's MegaCap...
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Trade Risks Start to Impact, as China Biotech Ambitions GrowâŚ
Cyclical indicators are softening this month - new orders index for the Philly Fed fell nearly 23 points while Japanâs PMI new export orders...
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Human Longevity
At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and...
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Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?
The global pharma and biotech sector has underperformed by about four points this year, and five over three years â the divergence with other...
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U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sectorâs relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
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