All week, we’ve been documenting the rotation taking place in small-caps. And when we look at this week’s industry ETF table, we’re seeing that same story play out more broadly: leadership is expanding beyond the large-...
Software names have been leading the charge in this bull market. And if stocks are setting up for another extension of this bull run, I expect a lot of the leading stocks will come from the software space.
The market has been gaining from strength to strength and if anything, we see greater participation across the globe as this rally matures into what looks like a long-term bull market.
One phrase we hear pretty often during such bull markets...
It's not a new chart - in fact it makes the rounds on a fairly regular basis.
The iteration I saw this week showed the relationship between global money supply, stocks and high yield bonds over the past five years. The trend for all three was...
Chatting with the team this morning, something that stuck out and we all agreed on is that the Megacaps are starting to show signs of re-asserting their dominance. And that it won't be a one-day event. Just look at NFLX, MSFT, AAPL, and the like and...
Last Friday I sat down with Aaron Task of Seeking Alpha for a fun chat about today's market environment. Aaron and I have known each other for years from his days as the Digital Editor of Fortune as well as Editor-in-Chief of Yahoo! Finance. We also...
In a further effort to identify individual equities that fit within our larger more Macro thesis, we couldn't be happier to roll out and share our latest bottoms-up scan: "The Minor Leaguers...
We retired our "Five Bull Market Barometers" in mid-July to make room for a new weekly post that's focused on the three most important charts for the week ahead...
