Not Out Of The Woods; SPX Back Above The 200-Day MA; Growth Catching A Bid; Buying Energy, Biotech
The short-term bullish reversal that we referenced last week is officially underway now that the S&P 500 has reclaimed its 200-day MA, but we are...
312 Views
U.S. Equity Strategy: Market Sending Mixed Signals; Stick With Value; Energy Stocks Highlighted
The market continues to send mixed signals, though most of the risk-on signals are centered around value Sectors such as Energy, Financials,...
318 Views
S&P500 September 2021 Rebalance: 3 OUT, 3 IN - The Deletions May Be More Interesting
The S&P500 Quarterly Review is here. 3 in and 3 out. $14bn a side as of now. I expect the DELETIONS are more interesting though the headlines will...
2.3k Views
S&P500 Index Rebalance: Swiping Right on Match
There are 3 changes to the S&P500 that will be implemented at the close on 17 Sep. There are changes to the S&P400 & S&P600 as well. There will be...
521 Views
U.S. Equity Strategy: Market Too Good To Be True?
Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. In today’s report we highlight attractive Groups and stocks...
396 Views