For those who focus on sector rotation, whether to adjust portfolio weightings or invest directly in sector indexes, you’re probably wondering: Amid the current “risk-on” sentiment, even with ongoing economic and geopolitical uncertainties, can seasonality help you better anticipate shifts in sector performance? Current Sector Performance Relative to SPY To…
A good trade starts with a well-timed entry and a confident exit. But that’s easier said than done. In…
Just when we thought tariff talk had gone quiet, it’s back on center stage. With the reciprocal tariff deadline…
The past week has been relatively stable in terms of sector rankings, with no new entrants or exits from…
S&P 500 earnings are in for 2025 Q1, and here is our valuation analysis. The following chart shows the…
I like to trade stocks that are relative leaders and belong to industry groups that are leaders as well.…
After a strong move in the week before this one, the Nifty spent the last five sessions largely consolidating…
S&P 500 earnings are in for 2025 Q1, and here is our valuation analysis. The following chart shows the…
S&P 500 earnings are in for 2025 Q1, and here is our valuation analysis. The following chart shows the…