Consumer Disc. Sector hits an all-time high
With 30 minutes of trading left in the week, the market is holding on to strong gains across the board. Every sector is trading higher.
Read MoreWith 30 minutes of trading left in the week, the market is holding on to strong gains across the board. Every sector is trading higher.
Read MoreOn May 26, we adopted an offensive position due to (1) the continued improvement in our key credit metrics, (2) rotation into the areas that benefit from an economic reopening,…
Read MoreOn May 26th, we adopted an offensive position due to (1) the continued improvement in our key credit metrics, (2) rotation into the areas that benefit from an economic reopening,…
Read MoreEconomists were way off on their estimates for the May the jobs data.
Read MoreOn our site, we think it is essential to at times dig into what goes into a macro data point that everyone watches, and this month’s Payroll Employment Data certainly…
Read MoreStocks took a bit of a pause today. For the S&P 500 Index (SPX), it was only the second down day in the last nine sessions.
Read MoreWe are seeing continued rotation that is likely to continue. As you know, I believe that most of the folks that have been bullish are in the sectors that were…
Read MoreWhen we adopted an offensive tactical position last Tuesday morning driven by a rotation into the Value, Banks, and Tanks, we highlighted how to reach a short-term target on the…
Read MoreAfter hitting a seven year high in the first week of May, bearish sentiment has fallen to the lowest level in 15 weeks— but bears still outnumber bulls.
Read MoreFor the ninth week, the number of people filing initial jobless claims declined.
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