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Factor Friday: Recent Developments Continue to Support Value over Growth

Factor Friday / / ,

January 16, 2026 As 2026 gets underway the clear near-term message from US equities, style profiles and sectors is a near-term shift from Growth towards Value and cyclicality.  In many cycles this shift is driven by a combination of earnings abundance and inflation dynamics that underpin “late-cycle” environments.  That may be exactly where we are […]

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Narrations of a Sector ETF Operator | The Waiting is the Hardest Part

Macro Mondays, Narrations of a Sector ETF Operator / / ,

June 22, 2025 The S&P 500 has been consolidating for two weeks.  Prices remain above our neckline of 5786 (chart below) which keeps the most aggressive upside scenarios on the table from a technical perspective. 5504 remains our accumulation point on any deeper drawdown. While investors look for resolution from the S&P 500’s near-term consolidation,

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Tactical Tuesday Report: The Tech Sector, Turning into a Stock Picking Exercise  

Tactical Tuesday / / , , , , , ,

June 17, 2025 US Equities have formed a clear bullish reversal off the April lows and the S&P 500 sits within a few percentage points of all-time highs.  However, we are noting a more discerning investor.  When the bull trend for equities got underway in 2023, upside leadership was characterized by industry level leadership cohorts. 

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Tactical Tuesday Report: Key Levels to Watch as Mag7 and Semiconductors Attempt Bullish Reversal

Analysis, Tactical Tuesday / / ,

May 6, 2025 Equities have staged their first significant rally since corrective price action took hold during February of 2025.  Prior to Monday May 5th, the S&P 500 had posted gains in 9 consecutive sessions bringing price to the neckline of a potential bullish reversal for the index (chart below).  We think the 5786 level

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