Worldwide Wednesday: We Continue to Prefer US shares over Ex-US in Aggregate, November 13, 2024
Post Election, US Large, Mid and Small Cap. shares are outperforming ex-Us counterparts.
Analysis
Tactical Tuesday Sector Report: Discretionary Stocks Registering Bullish Overbought Condition, November 12, 2024
Our Tactical sector report looks at price action and options market indicators to evaluate potential near-term dislocations in price. The table below covers the large cap. US Sector Fund Families from SPDR’s, iShares and Vanguard. In the wake of our recent US Presidential Election, we look at the most overbought and oversold sectors across the
Tactical Tuesday Report: Election Edition
Our analysis of annual returns for equities from 1941-2024 show that equities have fared better in Democratic Presidential Administrations over that time period. Regardless of party, we hope everyone will vote and vote safely!
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Worldwide Wednesday: EM & China Still Worth Your Attention, October 30, 2024
US equities have re-asserted leadership, but China and EM are still in a bullish reversal pattern
Worldwide Wednesday: EM & China Still Worth Your Attention, October 30, 2024 Read More »
Tactical Tuesday Sector Report: Seasonality is Bullish into Year-End
The S&P 500 seasonal pattern is bullish into year end, and has been positive 4 of the 5 previous election cycles with 2008 the bearish exception.
Tactical Tuesday Sector Report: Seasonality is Bullish into Year-End Read More »
Tactical Tuesday Sector Report: Why We Prefer Low Volatility Sector Funds to Fixed Income During Bull Markets
Typically, we’ve used this serial to highlight overbought and oversold conditions on sector funds, thematic funds, macro indices and individual stocks to highlight short-term dislocations that we think investors can take advantage of. We wanted to switch gears to focus on longer-term themes that have alpha generating implications for equity and blended strategies. While themes
Worldwide Wednesday, October 16, 2024
The technical bullish reversal in Chinese shares remains intact. Now at an accumulation point.
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Thematic Thursday ETF Report: Semiconductors (SOX Index) on the Cusp of Bullish Reversal
Semiconductors showing signs of Bullish Reversal, Potential Accumulation Opportunity
Thematic Thursday ETF Report: Semiconductors (SOX Index) on the Cusp of Bullish Reversal Read More »
Worldwide Wednesday, October 2, 2024
The picture has finally changed for one area of ex-US equities. In short, stimulative policies out of China have reinvigorated EM share prices
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Worldwide Wednesday, September 4, 2024
A look at ex-US equity performance with the goal of identifying any significant trend change away from US leadership relative to the MSCI ACWI Benchmark
Worldwide Wednesday, September 4, 2024 Read More »
