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Domestic Market

Dec 07 2017

Sector Rotation: Momentum Versus Valuation Factor

  • Dec 7, 2017

For sector overweight/underweight decisions, applying a Momentum overweight with both EM and DM countries has been most successful.

Oct 07 2016

Financials: All’s Well If You Don’t Look Far

  • Oct 7, 2016

So long as one maintains a “nationalistic” perspective, Financial sector indicators support a bullish view toward both the economy and stock market.

May 11 2013

The Downside Of A Domestic Focus

  • May 11, 2013

We weren’t prepared to find industry price trend persistence so much more predominant at the global level than it was domestically.