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
Analysis
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 »
Tactical Tuesday Report: Market Internals Deteriorating Despite New Highs, How to Buy the Dip, Homebuilders an Accumulation Opportunity?, December 17, 2024
We need to see stock level participation broaden out to have high conviction in a sustained bull market
Thematic Thursday Sector Report: Low Beta Outperformance in a High-Beta World, December 12, 2024
Keeping an eye out for lower-beta exposures that are Outperforming in the current bull market advance
Tactical Tuesday Sector Report: Defensive Sectors Deeply Oversold, Beware Soft Returns in Year 1 of an Incumbent Presidency, December 10, 2024
Bull trend remains intact, but performance spreads are getting stretched. 2025 has potential to be a year of consolidation after a big run-up in prices in 2024.
Worldwide Wednesday: EM Shares Post a New 52-Week Low vs. MSCI World Index Negating the Potential Bullish Reversal, December 4, 2024
Outside of Singapore and Argentina, very little is compelling in the ex-US equity space.
Tactical Tuesday Sector Report: Time to Consider ARKK and ARKF?, December 3, 2024
In a lengthening bull market, is it time to revisit concept stocks?
Tactical Tuesday Sector Report: Time to Consider ARKK and ARKF?, December 3, 2024 Read More »
