Consumer Staples November Outlook—Rising Rates and Bullish Sentiment have Left Staples Lagging, Now Oversold
Deeply oversold with rates backed up, we are betting on near-term reversal in November
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Consumer Discretionary Sector November Outlook—Bullish Reversal Still Intact Despite an October Pause
Slowly progressing through a bullish reversal that started in August
Industrials Sector November Outlook—Industrials Continue to be Steady but Unspectacular.
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 »
Materials Sector Outlook for November—Commodities prices and Materials Stocks have Failed to Sustain Upside Momentum
We need to see more investor enthusiasm for commodities to get interested in Materials stocks again
Energy Sector November Outlook—Crude and Commodities Prices Remain Soft and We Remain on the Sidelines
If rates go higher and Crude prices perk up, we could get interested in owning Energy stocks
S&P 500 October Outlook—Equities enter October pulling back from recent all-time highs. Our forward outlook remains bullish
The bull trend for large cap. US equities remains intact and we are positioned for it to continue
Real Estate Sector October Outlook—Bullish reversal remains intact
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 »
Utilities Sector October Outlook—Utilities continue in an intermediate-term bullish reversal pattern, and we continue with a positive outlook for the Sector in October
The current 6-month bullish reversal comes against a backdrop of secular decline
Communication Services Sector October Outlook—We like the setup heading into October and remain long XLC in our portfolio
Legacy industries have seen performance improve while heavyweight Alphabet has traded down to oversold levels
Information Technology Sector October Outlook—We expect buyers to step in as the bull trend for equities reestablishes itself
We continue to bet on the longer-term bull trend amidst sideways consolidation for the XLK