U.S. Equity Strategy: Bullish Outlook Intact
mild weakness on the first trading day of the year appears to be just a blip on the radar and our bullish outlook remains intact. We continue to...
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China's CoronaVirus Development
The alarming development in Corona virus cases could be a result of a couple of factors:The actual spread of the virus from the source of the virus...
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U.S. Equity Strategy: Growth Surging Relative to Value
As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted in this...
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U.S. Equity Strategy: Waiting on Small-Caps
This market continues to be dominated by signals that suggest we are in the early stages of a new bull phase, which we discuss below. At the same...
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Macau Update: Individual Whale Boosting June VIP; WC 2018 Low Base, Mass Benefiting from HK Protests
Macau printed much better than expected June GGR of 5.9% YoY, due to a combination of positive factors:Â 1) one big spender in VIP room rolled as...
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