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Domestic Market

Dec 06 2019

No Place Like Home For The 2010s

  • Dec 6, 2019

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

  • 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.