S&P 500: A Pause in the Uptrend - More Consolidation Expected.
In last week’s Compass we noted the S&P 500 was near the top end of the uptrend channel and that the index could fall 2.75%-3.25% before we get...
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S&P 500 Bullish but Extended; Downgrading Financials
The S&P 500’s 5-month uptrend remains intact, and as long as it continues we remain bullish. With that said, we are near the top end of the...
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Week Ahead in Global Macro: Round IIs (US-Canada, China Tariffs, Argentina-IMF), NFP, AUD, Sweden
Our guide to this week’s global macro risk events and trading opportunities. This week in questions (our take/answers within this...
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Vital Signs: Actionable U.S. Stocks
Key Points: Consumer Discretionary retailers and restaurants continue to demonstrate leadership characteristics. Many are breaking to new price and...
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Technically Attractive U.S. Stocks for Value Investors
Key points: Energy names are showing signs of bottoming with the recent uptick in crude, and weakness in the U.S. dollar REITs are continuing to...
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