Hump day rotation thought
The relative rotation we wrote about early yesterday is playing out well so far. The rotation out of the work-from-home “Covid-19” areas in favor of the economically sensitive areas is…
Read MoreThe relative rotation we wrote about early yesterday is playing out well so far. The rotation out of the work-from-home “Covid-19” areas in favor of the economically sensitive areas is…
Read MoreJust over half of newsletter writers are now bullish, according to Investors Intelligence.
Read MoreThe three-day weekend seemed to refresh investor optimism.
Read MoreI just had a conversation with the a Canaccord’s Institutional Salesman who realized what we have been talking about relative to the current Fed. They are more aggressive in how…
Read MoreI hope you had a very nice Memorial Day weekend. After a couple days off, I am ready to get back at it – especially given the near 2% ramp…
Read MoreAs the S&P 500 (SPX) moves out of its “frustration phase” of the bottoming process, we believe it is time to focus on potential offensive rotation rather than the absolute…
Read MoreSummer Friday’s are here again. The S&P 500 Index (SPX) was fractionally lower throughout most of the session before climbing into positive territory mid-afternoon, closing at the high of the…
Read MoreConcerns about U.S. and China trade tensions had investors uneasy.
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