Pullback Continues $ACWI; Stick With Defensives; More Countries With Improving Price and RS Trends
Pullback Continues $ACWI; Stick With Defensives. We continue to believe a 1- to 4-month pullback/consolidation is ongoing, and would look for an...
464 Views
Year-End Rally Underway; Many Bullish Reversals/False Breakdowns; Buys: Tech, Cons. Disc., RE, Steel
There is significant evidence that global equities $ACWI have bottomed, and a year-end rally has begun. It all started when we discussed that the...
574 Views
Overweight Value Within Global Ex-U.S. Equities; DXY Below $105.70; Buys in Global Value
We're constructive on global equities as long as $ACWI is above $93 support, however, the 10-year Treasury yield $TNX is breaking above 4.35%...
565 Views
Quiddity Leaderboard F100/​​​250 Sep 23: Several Changes Including Potential Surprises
Newly listed Cab Payments Holdings (CABP LN) and newly eligible Breedon Aggregates (BREE LN) and Ceres Power Holdings (CWR LN) could be added to...
745 Views
Central Retail: Initial ESG Assessment Is Impressive
ESG ratings providers take a long time to rate issuers of initial public offerings. If you go through a list of recent large IPOs (e.g., Alibaba,...
802 Views