After They Were Giants: Why 2000's High-Return Stocks Mostly Lagged for 25 Years
In 2000, America's highest-return giants looked like the safest quality stocks. Most then lagged the market for 25 years. Several warning signs...
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U.S. Equity Strategy & Individual Sector Commentaries
In our November Macro Vision report, we provide an appraisal and recommendations for each of our 12 Sectors, with extra attention devoted...
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Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy âFake Movesâ highlighted our view that the markets were showing no parallel to the âfake newsâ narrative and indeed provided a...
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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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US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for âObamacareâ has been announced and looks an incoherent mess â resurgent healthcare inflation will be a drag on...
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