We remain constructive on Mag7 constituents META and Alphabet while we are seeing some renewed interest in lower vol. exposures in July. We start August overweight Comm. Services
ETFSector.com August Outlook: Communications Services Sector Read More »
Some concerns have emerged around Alphabet Co.’s search business, while legacy Telco.’s see outflows. We’re paring our long position.
ETFSector.com June Outlook: Communication Services Read More »
Please click the link below for our views on technical, fundamental and economic developments driving the Communication Services Sector as we start May. Communication Services Sector May Outlook
ETFSector.com May Outlook: Communication Services Sector Read More »
Please click the link below for our views on technical, fundamental and economic developments driving the S&P 500 Communications Services Sector as we start April. Communication Services Sector April Outlook
ETFSector.com April Outlook: Communications Services Sector Read More »
ETF Insights | February 1, 2025 | Comm. Services Sector S&P 500 Comm. Services Sector Price Action & Performance The Comm. Services Sector has been a top performer since mid-September of 2024. The chart of the XLC below shows prices breaking out to new highs. Oscillator work shows the MACD study on a buy signal
The Comm. Services sector ended 2024 in a strong technical position. Fundamental upside remains when considering consensus forward earnings, and rising rates have potentially hit an inflection point.
Biggest Bets for November are Communications Services and Financials. Zero-weight Sectors to start the month are Healthcare, Energy and Materials
Elev8 Sector Rotation Model Portfolio: November Positioning Read More »
We like the technical setup for XLC heading into November and it is our largest position in the Elev8 model
The bull trend for large cap. US equities remains intact and we are positioned for it to continue
Legacy industries have seen performance improve while heavyweight Alphabet has traded down to oversold levels
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