Domestic Market
Dec
06
2019
No Place Like Home For The 2010s
We thought we’d get a jump on all the “End of the 2010s” retrospectives you’re sure to see next month. Though not quite yet the official end of the decade, the changing of the “tens” digit definitely has a certain gravitas to it.
Dec
07
2017
Sector Rotation: Momentum Versus Valuation Factor
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
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
We weren’t prepared to find industry price trend persistence so much more predominant at the global level than it was domestically.