July 11, 2025 Interesting things are happening now that the S&P 500 is out to new all time highs having put the global trade war correction in the rearview mirror. The bull trend that began in early 2023 lives again, but we are seeing changes in the leadership profile of the US equity market from […]
Factor Friday: Shall the Meek Inherit the Earth? Read More »
June 27, 2025 Equities are a few bps shy of all-time highs as June comes to a close. Inputs to our models are supportive of a continued bull trend for equities at present. Oil prices collapsed last week, and the Energy Sector coughed up month-to-date gains. This has taken pressure off of interest rates (chart
Factor Friday: Macro Backdrop is Favorable for Equities, Investor Risk Appetite is High Read More »
June 20, 2025 Potential US involvement in the latest Israel/Iran conflict has seized headlines. The S&P 500’s reflationary advance has paused and commodities prices, led by crude (charts below) have sparked Energy Sector outperformance. WTI Crude (NYMEX) Bloomberg commodities Index While Energy shares have hooked higher with crude, Technology shares have continued to lead US
June 13, 2025 S&P 500 futures are lower this morning on emerging geo/political tensions. With the index price just shy of all-time highs, we are at a point in the equity bullish reversal where some consolidation is expected. Our S&P 500 price chart (below) shows 5786 and 5504 as key support levels. If consolidation occurs
Factor Friday: Growth vs. Value Back at Par for 2025, Where Do We Go From Here? Read More »
June 6, 2025 Factor performance in the context of shifting narratives on global trade has been the story of 2025. Threats of tariffs on the global supply chain boosted Value style shares over the broad market Russell 3000 index from February to early April while Growth has come charging back since equities put in their
Factor Friday: Multi-Factor with Momentum has Produced Less Volatile Returns in 2025 Read More »
May 30, 2025 The S&P 500 continues to develop a bullish reversal price structure (chart below). The rally off the early April lows is above March highs and only has congestion between 5963-6100. We remain sanguine on the recovery as US shares have established leadership vs. ex-US equities off the low (chart, bottom panel). Our
Factor Friday: Using Mo Funds to Find Momentum Themes Read More »
May 23, 2025 A quick note on factor performance ahead of the long weekend. We hope everyone has a wonderful holiday and that even those (like us) facing inclement weather have something to look forward to amidst friends and family. We wanted to highlight our Large Cap. Growth vs. Value chart (below). As can be
Factor Friday: Growth vs. Value: Growth Now on the Cusp of a Break-out Read More »
May 2, 2025 As the S&P 500 makes its most sustained attempt at a bullish reversal since prices began correcting in March, we review our suite of factor funds. Rhetoric on global trade has shifted to conciliation among most global trading blocs. The Trump Administration has focused on China as their principle adversary in this
Factor Friday: Signs Investors are Rotating Back into Growth Read More »
April 4, 2025 Tariffs are here and they brought the Bear with them. Wednesday afternoon’s pronouncements and news of reciprocal measures coming out on Thursday evening has equities taking the elevator downwards. Speed is the weapon of the bear, patience that of the bull. As we survey our various factor fund groupings this week, we
Factor Friday: Reviewing Factors as the Bear Takes Over the Tape Read More »
March 28, 2025 The S&P 500 has rallied off recent lows made on March 13, but the RSI momentum study (chart below, panel 3) has hit a near-term peak at an area of expected near-term resistance. Equities have been setting up for a pivot on Wednesday April 2 as the Trump Administration will be announcing
Factor Friday: S&P 500 Rally Looking Tired Setting Up Low Vol. in the Near-term Read More »
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