Tactical Tuesday Report: Identifying Potential Support Levels for Big Tech, January 28, 2025
Big Tech is under pressure in the near-term with charts showing potential for a deeper correction.
Analysis
Narrations of a Sector ETF Operator | Lessons Learned from our January Elev8 Trades, January 26, 2025
US equities have moved a lot but gone basically nowhere over the past three weeks. These consolidations, especially if they are volatile, can be problematic for a trend-following portfolio allocation model like Elev8. It is the nature of trend following strategies that pivot points for trend change are also ideal accumulation points if the current
Worldwide Wednesday: Rising Rates have Leveled the Playing Field Between US and ex-US Equities, January 22, 2025
US Large Cap. outperformance vs. the MSCI World Index has plateaued. We think higher rates domestically would likely benefit ex-US equity performance as well as the average US stock pursuant to our big theme “Mega Cap. Growth vs. Everything Else”
Narrations of a Sector ETF Operator | We Think it’s Still All About the Direction of Rates, January 20, 2025
Above 4.7% on the 10yr Yield, equities are likely to run into trouble. Below 4.5% is likely a green light for the bull.
Tactical Tuesday Report: Rates have Potential Upside to near 6%, Energy and Healthcare Sectors are Likely Beneficiaries, January 14, 2025
The macro picture changed last week as persistently strong economic data has driven interest rates above 2024 highs to start the new year. Crude and Commodities prices have firmed in the near-term as investors position for a more inflationary environment and Growth areas of the equity market come under renewed pressure. At the sector level,
Narrations of a Sector ETF Operator | Rising Rates Lead to a Sell Signal and Bearish Expectations, January 12, 2025
Going long Min vol. and selling out Discretionary as we expect a deeper correction for equities in the near-term
Thematic Thursday Report: An Overview of Thematic ETF Performance, January 9. 2025
One of the most popular categories of funds available to investors are those offering thematic exposure. This category leverages a specific theme or themes that have gained traction economically and within popular culture. Thematic ETFs range from the speculative (ARKX Space Exploration & Innovation ETF) to things we take for granted (Global X Infrastructure Development
Thematic Thursday Report: An Overview of Thematic ETF Performance, January 9. 2025 Read More »
Tactical Tuesday Report: Semiconductors Acting Well to Start 2025, January 7, 2025
The first Tactical Tuesday Report of 2025 rolls out as investors are looking to accumulate equities on year-end 2024 weakness. The S&P 500 entered 2025 with near-term breadth measures showing signs of potential selling exhaustion as >80% of stocks had seen prices pushed below their respective 50-day moving averages in December (chart below, middle panel).
Tactical Tuesday Report: Semiconductors Acting Well to Start 2025, January 7, 2025 Read More »
Narrations of a Sector ETF Operator | What We’re Watching to Start 2025, January 5, 2025
While our study of secular trends points to the potential for further upside in the bull market, interest rates will play a key roll in the first half of 2025. We think rising rates would likely tip equities into a more significant correction, but if rates stay contained below the 4.67% level we are likely to see more gains in the near-term as the Fed would have some wiggle room to keep supporting the domestic economy.
Narrations of a Sector ETF Operator | What We’re Watching to Start 2025, January 5, 2025 Read More »
Thematic Thursday Report: An Overview of Thematic ETF Performance YTD, December 19, 2024
One of the most popular categories of funds available to investors are those offering thematic exposure. This category leverages a specific theme or themes that have gained traction economically and within popular culture. Thematic ETFs range from the speculative (ARKX Space Exploration & Innovation ETF) to things we take for granted (Global X Infrastructure Development
Thematic Thursday Report: An Overview of Thematic ETF Performance YTD, December 19, 2024 Read More »