[Alert] Buy REZI
Resideo (REZI) is about to spin off its distribution business, ADI Global Distribution (ADIG), with regular-way trading set to begin August 4, 2026.
113 Views
U.S. Equity Strategy: Risk-On Rotations Vs. Weaker Seasonality; Russell 2000, Biotech, EM Improving
We are seeing signs of rotations back into more risk-on areas of the equity market -- a bullish sign for the broad market. Add to biotech, small-...
398 Views
U.S. Equity Strategy: Remain Bullish
In our November Strategy book we summarize the basis for our bullish outlook, discuss the deservedly hot topic of value vs. growth. and highlight...
343 Views
U.S. Elections and ESG: Impacts on People, Planet… and Profit (North America)
In U.S. Elections and ESG: Impacts on People, Planet… and Profit, I discussed major universally-relevant implications of the 2020 U.S. elections...
533 Views
U.S. Equity Strategy: Value Closes the Gap on Growth
As the major averages break topside their respective 50-day M.A.s - a positive in its own right - we are encouraged by the shift away from growth...
597 Views