Breakaway Gaps In Place
Market dynamics are not perfect, but the fact is that “perfectly bullish” conditions rarely exist. The positives continue to outweigh the negatives...
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TMI Snapshots: Quantifying Relative Sector Sentiment in the Recent Rotation Via Text Mining
We quantify recent sector sentiment dynamics through the lens of text mining. The current cyclical rotation is in its early innings, as relative...
524 Views
TMI Snapshot: Update on Text-Mined Inflation Indicators & How They Line Up With the Value Rotation
A nearly "V-shaped" recovery in the momentum of inflationary/reflationary expressions in the global media has played out since late October, but...
365 Views
U.S. Equity Strategy: Dramatic Improvement
Encouraging developments continue to pour in. Over the past week we have seen dramatic improvements that could be setting the stage for a...
465 Views
U.S. Equities: Mixed Signals Punctuate Muted Outlook
While the S&P 500 has hit marginal new highs, price action of the S&P 500 and the price and RS of several Sectors/subsectors is similar to...
568 Views