Ignoring Tailwinds
The US 10-year rates futures had rallied for six consecutive days while Growth and Momentum stocks lagged. Wednesday was a marked change, with...
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Weekly Stock Bullfinder - Week of 3/27
Tech Heavyweights Shouldering the Load- Caution Flags Waving Since the end of 2022, few and fewer big cap tech names are now carrying the overall...
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Ecognosis Advisory Ltd - ECONOTE No. 111 Investing in the Defence Sector
In Econote No. 110 ( Nov.Dec 2022) we broached the topic of investing in the Defence sectors of various West and Asian economies.
Mean Reversion
We seem to be playing to the Oscar-winning movie title “Everything Everywhere All at Once” in the financial markets. Two bank failures in the US,...
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Weekly Stock Bullfinder - Week of 3/13
Startup-focused lender SVB Financial Group is the largest US bank failure since 2008 and was the 16th biggest in the U.S. at the end of last year...
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