There was plenty of positive economic data this week, but the bounce in residential construction activity really caught my eye. This tends to be a leading indicator for the economy overall....
I have fond memories of my very first cellular phone in 1995. I was still in college and had a "job" selling advertising for the local arts & entertainment newspaper in town. One of the perks of the job was having a cellphone so I could be reached...
Something we’ve been working on internally this year is using various bottoms-up tools and scans to complement our top-down approach. One way we’re doing...
This All Star Charts +PLUS Monthly Playbook breaks down the investment universe into a series of largely binary decisions and tactical calls. Paired with our...
The latest Young Aristocrats research piece is out and a trade idea that immediately caught my eye is one that is currently breaking through the proverbial glass ceiling.
Over the past couple of weeks, we've noticed strength building in the Pharmaceuticals sector. The index has bounced off its support and is now attempting to resume its prior positive trend.
This resumption has come after a substantial pause...
Dividend aristocrats are easily some of the most desirable investments on Wall Street. These are the names that have increased dividends for at least 25 years, providing steadily increasing...
In our continued effort to identify individual equities that fit within our larger Macro thesis, we recently rolled out our latest bottoms-up scan: "The Minor Leaguers."
Key Takeaway: New highs bring out the bulls. Excessive optimism offset by broad market strength in the US & around the world. Despite Fed assurances...
We have been discussing how the market has been moving in a sideways range for almost two months now. With a trading range comes a lot of confusion. The sharp decline in the market today took the index towards the lower end of its trading range....
During our latest Options Conference call, me and JC riffed on a couple potential trades -- one of which I wanted to wait a bit on, since it's not a type of play I do with great frequency.
Well, on Friday, the stock had a nice little pullback...
Our Top 10 report was just published. In this weekly note, we highlight 10 of the most important charts or themes we're currently seeing in asset classes...
