US Shale May Still Cap Crude Prices but OPEC Has Secured the Floor
OPEC and its non-OPEC allies on November 30Â finally decided to stay the course with their crude production cuts till the end of 2018. Benchmark...
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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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Energy Stocks Bottoming
We are seeing a majority of energy-related equities stage bullish price and RS reversals, emerging from bullish bases and breaking to multi-month...
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U.S. Equity Strategy:Â Tactical Shift in Favoring Value over Growth; Buy Energy; Retailers Bottoming
Short-term rotation is underway. FANG stocks and parts of Tech, both long-term leaders, have become a short-term source of funds. Fortunately, this...
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Quiddity Leaderboard SP500/600 Jun26 Rebal: Two M&A Deals in Play; May Close Before June Review
Bloom Energy (BE US) cleared the SP 500 financial viability requirement with $70.7m of net income in its Q1 2026 earnings release on 28 April 2026,...
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