EM Metals and Mining:Â Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
432 Views
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...
500 Views
Global Commodity-Related Equity Sectors In Secular Bull
We believe commodities are in the early stages of a new secular bull market. Global Materials & Energy remain our favorite Sector overweights - add...
336 Views
U. S. Equity Strategy: Bull-Bear Battle Continues
Due to uptrend violations for the Nasdaq 100, S&P 500, and Russell 2000 we continue to believe near-term consolidation is likely -- potentially...
327 Views
Trump Trade War Catches Many US Allies and Emerging Markets in the Crossfire
The announcement of US tariffs of 25% on Steel and 10% on Aluminum imports into the US has caught numerous allies in the crossfire. Mexico and...
231 Views