Monitoring Rising Treasury Yields & U.S. Dollar (DXY); What Would Lead Us to Get Cautious?
Monitoring Rising Treasury Yields & U.S. Dollar. 1-, 2-, and 10-year Treasury yields $TNX failing at shorter-term resistances today; $DXY below...
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Bear Market Until Proven Otherwise; Upgrading Industrials to Overweight; Buys Within Industrials
Bear market rally remains in play if the 200-week MA (3590-3600) holds on $SPX, and if $162-$163 holds on $IWM. Longer-term, this is still a bear...
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Top Picks: Two More Japanese SME Backers
The Japanese SME segment is filled with its unique structural challenges, which provides opportunities for "pick and shovel" suppliers.
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Aequitas: JD Industrials Lockup Expiry - US$1bn Lockup Release
JINGDONG Industrials (7618 HK) raised around US$383m in its Hong Kong IPO in Dec 2025. The lockup on its cornerstone and pre-IPOÂ investors is set...
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Morningstar's Key Takeaways From the 2019 EPG Conference
Solid demand and robust results from most firms not named GE.Chief executive officers of some of the most well-known, global diversified industrial...
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