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!
Tactical Tuesday Report: Election Edition Read More »
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 »
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 »
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
The technical bullish reversal in Chinese shares remains intact. Now at an accumulation point.
Worldwide Wednesday, October 16, 2024 Read More »
Semiconductors showing signs of Bullish Reversal, Potential Accumulation Opportunity
Thematic Thursday ETF Report: Semiconductors (SOX Index) on the Cusp of Bullish Reversal Read More »
The picture has finally changed for one area of ex-US equities. In short, stimulative policies out of China have reinvigorated EM share prices
Worldwide Wednesday, October 2, 2024 Read More »
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 »
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