U. S. Equity Strategy: Bull-Bear Battle Continues
Due to uptrend violations for the Nasdaq 100, S&P 500, and Russell 2000 we continue to believe near-term consolidation is likely -- potentially...
383 Views
Beyond the Virus: 3 Things from TMT Land that Stood Out Week of 3/​27/​2020
Some datapoints that caught our eye last week in TMT.Obex’s fundamental research process is focused on secular change in the TMT and Consumer...
529 Views
Smartkarma Originals
Fast Fashion in Asia: Trendy Clothing’s Toxic Trails - Investors Beware
Fashion industry is a leading polluter of water, air and land and its rapid growth has inflicted serious environmental damage in manufacturing...
3.3k Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
839 Views
U.S. Retailers Are Bottoming -- Add Exposure
Retail stocks are breaking out en masse from technical bottom patterns, marking the reversal of well-established downtrends. This industry-wide...
661 Views