While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend rally may continue, but make no mistake, we don’t believe this bear market is over, even if we avoid a recession – the odds of which are increasing. Defensive leadership reigns supreme but few want to own it…Defensive sectors now comprise…
Leading up to the Friday trading session, the markets appeared to be expressing exhaustion and have been with overbought...
Now that’s how you bounce back from a sharp decline in the previous week. And why did markets bounce...
The trading week that was ended in a manner that many may have not anticipated. As we read this...
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
Good weekend investors/traders and happy holidays. As I embark upon my December vacation, please stay connected to our weekly...
