U.S. Equity Strategy:Â Upgrading Equal-Weight Energy Sector; Semis Are Leading Tech
Of the ten items highlighted in last week’s Compass that we would like to see in order to turn more bullish, two have happened -- equal-weighted...
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SPX Set up Mirrors September 2018
SPX is putting on the final touches of a maturing rising wedge with a similar pattern set up that we pinpointed in September 2018 that led to our...
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China - Not Out of the Woods by Any Means
The Chinese onshore and offshore equity markets have been outstanding performers over Q1, due to; i) rising hopes of a trade settlement with the...
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U.S. Equity Strategy: Be Long & Carry On
Both the cap- and equal-weighted S&P 500 are trading at highs not seen since early October 2018 - a positive indication in itself....
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U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
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