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....
790 Views
Best Ideas List for January 2019
The Best Ideas list is a compilation of stock ideas sourced from Morningstarâs global equity research team. With more than 100 analysts covering...
935 Views
S&P 500: A Pause in the Uptrend - More Consolidation Expected.
In last weekâs 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...
463 Views
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index âmade a new highâ and after new highs again this...
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'America First' Agenda Remains Contradictory, Vietnam Trip NotesâŚ
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
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