U.S. Equity Strategy:Â How Much Worse Can It Get?
A breakout late last week in the high yield spread over 10-year Treasuries can now be added to the already long list of concerns we have for the...
680 Views
U.S. Equity Update - Cautious Outlook, Downgrading Manufacturing
We remain extremely cautious and expect consolidation, volatility, and lower prices to continue as the market searches for a bottom. In today's...
436 Views
U.S. Equity Strategy:Â Upgrading Staples, Downgrading Energy
In today’s report we take a look at the S&P 500 and long-term breadth. We also provide commentary on the USD, interest rates, growth vs. value,...
435 Views
Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
2k Views