U.S. Equity Strategy: Healthy Sector Rotations Continue
The rotation out of stay-at-home/COVID-19 beneficiary stocks and into reopening/economically sensitive stocks that we highlighted last week has...
445 Views
US Rotation into Small Caps/Value
Nasdaq-100 Stock Index (NDX INDEX) stands out as the weaker link as the rising wedge matures and favors rotation into value as sectors that have...
424 Views
When to Sell NDX, the Last Bastion of Strength
Nasdaq-100 Stock Index (NDX INDEX) has been the pillar of strength in the US equity cycle as breadth becomes increasingly narrow and a concern...
268 Views
SPX Fresh Sell Zone
S&P 500 (SPX INDEX) call was for a tactical low Monday and rise into later this week (peak) ahead of a weaker cycle due from mid-May into late...
398 Views
U.S. Equity Strategy: Several Indicators Suggest a Pullback Likely
Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight...
544 Views