Technology Sector November Outlook: A Sour End to October Complicates the Bullish Picture
We are seeing some signs of “AI fatigue” in the stock charts that comprise the Technology Sector
We are seeing some signs of “AI fatigue” in the stock charts that comprise the Technology Sector
The Financial Sector persists in a strong YTD uptrend and stock and industry level performance continues to show broad participation
Deeply oversold similar to XLP, but too big an allocation to go long without more evidence of positive change
Healthcare Sector November Outlook—Healthcare stocks are down and out to start November Read More »
Deeply oversold with rates backed up, we are betting on near-term reversal in November
Slowly progressing through a bullish reversal that started in August
Industrials have been constructive, but have been too broadly exposed to lead the market
Industrials Sector November Outlook—Industrials Continue to be Steady but Unspectacular. Read More »
We need to see more investor enthusiasm for commodities to get interested in Materials stocks again
If rates go higher and Crude prices perk up, we could get interested in owning Energy stocks
The bull trend for large cap. US equities remains intact and we are positioned for it to continue
We’ve seen enough over the intermediate term to get more constructive on the sector
Real Estate Sector October Outlook—Bullish reversal remains intact Read More »