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US Equities

US equity research, from the S&P 500 to sectors and factors, on where stocks are heading next.

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Equities
(Part I) Buy Home Improvement Retailers
06 Jul 2016
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Equities
Now What?
Housing activity should accelerate in the back half of the year given the drop in Treasury yields. Buy home improvement retailers and add to long homebuilding positions.
05 Jul 2016
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Equities
Financials Are Headed Even Lower
30 Jun 2016
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Equities
What's Next For Consumer Staples?
30 Jun 2016
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Equities
What Does The Future Hold For Media Stocks? Follow Cash Flow
29 Jun 2016
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Equities
Closing The Health Care Facilities Vs. Biotech Pair Trade
28 Jun 2016
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Equities
Health Care Facilities Are Past Their Prime
28 Jun 2016
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Equities
Biotech Is Due For A Rebound
28 Jun 2016
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Equities
Sticking With The Broad Trends
The health care sector is poised to resume its bull market, but the character of the rally will change. Sell hospitals and buy biotech.
27 Jun 2016
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Equities
Healthy Health Care Technicals
23 Jun 2016