U.S. Equity Strategy: Value Is Just Getting Going; S&P 500, Micro-Caps At Support
The weight of the evidence suggests pullbacks to 4000-4040 on the S&P 500 would be nothing more than a buying opportunity. We also explain why we...
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Long-Term Bullish Inflections For Hang Seng, DAX, MSCI EM, & Bloomberg Commodity Index
The number of major country indexes showing major bullish inflections continues to grow. Broad commodities also breaking a 12.5-year downtrend....
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Aussie Equities Month in Review (September 2019)
The ASX 200 shrugged off a poor reporting season and another barrage of downgrades in September to gain 1.8% during the month. Higher bond yields...
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Aussie Equities Month in Review (March 2019)
Australia underperformed the global benchmark due to Financials after their strong post-Royal-Commission-led rally. Trade protagonists China...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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