– Volatility can create attractive investment opportunities. – Industrials may be one such opportunity amid trade fears, with recent underperformance approaching 2015–2016 lows. Click here to download a PDF of this report. Source: LPL Research, Bloomberg...
– Small caps have been very strong this year. In fact, the Russell 2000 Index has closed higher 8 consecutive weeks for the first time since 2013. – This rare event may signal surprisingly bullish future equity returns, as the S&P 500 Index has closed higher six...
– The flatting yield curve has been pressuring financials in recent months. – On a relative strength basis the sector has still preserved a fair amount of 2016 election-driven outperformance versus the S&P 500 Index. Click here to download a PDF of this report....
– The flattening yield curve has many investors on edge, as the past 9 times the yield curve inverted led to a recession. – It is important to note that the yield curve hasn’t inverted yet. Additionally, even after it had inverted, the economy hadn’t immediately...
– Second quarter earnings season is underway and may be another good one, potentially marking the eighth straight quarterly increase. – Consensus estimates are calling for a 21% year-over-year increase in S&P 500 Index earnings, setting up a second straight...
