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...
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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...
411 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...
536 Views
S&P 500 Consolidating Despite Negative Signals
We remain cautious as there continues to be several new or persisting negative signals which tell us that upside is likely to be muted from here --...
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U.S. Equity Strategy: Neutral Outlook; Opportunities Within Staples and Utilities
In last week’s Compass (5/14) we laid our case for a more cautious outlook as a result of several negative developments, including breakdowns for...
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