U.S. Equity Strategy: Be Long & Carry On
Both the cap- and equal-weighted S&P 500 are trading at highs not seen since early October 2018 - a positive indication in itself....
712 Views
S&P 500: A Pause in the Uptrend - More Consolidation Expected.
In last week’s Compass we noted the S&P 500 was near the top end of the uptrend channel and that the index could fall 2.75%-3.25% before we get...
395 Views
Robo-Advisor Upgrade! Installing a Program for Profitability
We agree that there's much to be skeptical of with the original robo-advisor business model. In fact, we wrote in 2015 about the challenging...
622 Views
U.S. Equity Strategy: Financials Struggling, Tech and Energy Leading
Financials, especially the large-cap brokers have suffered severe pullbacks recently. If these stocks cannot sustain a reversal in the next few...
214 Views
U.S. Equity Strategy:Â Upgrading Utilities; Downgrading Manufacturing
The U.S. market continues to flash mixed signals, most recently Utilities have shown a big climb in our relative strength rankings. Given mixed...
367 Views