TLNE: Protest Validates Long Thesis
We view this attempt to block the power purchase agreement between TLNE and AWS as a signal there is a power shortage issue several years down the...
496 Views
Shifting Exposure From Growth to Value; Downgrading Technology; Upgrades: Manufacturing & Utilities
Shift Exposure From Growth to Value; Downgrading Tech to market weight $XLK; Upgrading Industrials $XLI to Overweight; Upgrading Utilities $XLU to...
371 Views
10-Year Treasury Yield Below Key Resistance; Buying Utilities, Consumer Staples, and Steel Stocks
Cyclical value areas are improving, but so are defensives. In order to get more bullish, we need to see the 10-year Treasury yield break above...
286 Views
U. S. Equity Strategy: Upgrading Utilities; Downgrading Communications
We are upgrading Utilities and downgrading Communications. We recap important technical levels across major indexes and share actionable ideas...
301 Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
477 Views