Knowledge Leaders

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Many are debating whether this is a bear market rally or the reversal of the bruising 6-month decline. For the time being, we think stocks have further to run based on a couple indicators.…
Smart Money Investing Signals #SmartMoneyIndex #BullishBackHalf Right now, we are seeing an interesting divergence that is only about six days old. On June 29, 2022 the Smart Money Index turned up sharply while stocks fell.…
This helps explain why breakeven inflation rates have rolled over and the market is pricing in an almost 100% probability the Federal Reserve cuts rates in 2023. Our thoughts on why could see a bullish back half of the year for equity markets below--
It appears that inflation may have peaked. Commodity prices of all kind have rolled over and monthly core PCE price index readings have slowed as well
Now, retail traders have turned tail and for the better part of 2022 they have been putting on bearish positions (like buying puts or selling cash equities) while insiders have taken the other side of the trade, accumulating shares in their companies
Retail traders, after the elimination of commissions, have become much more significant players in the stock market. While they spent most of 2021 buying calls consistently, they helped drive the equity market higher
While we haven’t seen a typical selling climax with the VIX soaring above 40, we think there has developed a collection of indicators suggesting stocks are washed out given the consistent selling pressure this year
On June 17, 2022, the S&P 500 made a low that we think could be a durable low that propels stocks upward for the next 5-6 months
In the first half of 2022, markets experienced the largest wealth destruction in three decades (chart courtesy Finucane Financial)
We think we could see a bullish back half of the year for equity markets. See our analysis in our Quarterly Strategy Report by Steven Vannelli, CFA🧵 Bullish Back
Cracking and Pivoting: The President today asked Congress for a gasoline tax holiday to alleviate the cost of gasoline and diesel in the country. This is not the solution. #gasprices…
Crash Watch: The template of 1929 and 1987 is coming into focus in recent trading days. #DJIA…
Spotlight Sensient Technologies: The Flavor, Texture and Color of Comfort Food #SensientTechnologies #KnowledgeLeaders #Materials…
Spotlight Edwards Lifesciences: Advancing Treatment for Cardiovascular Disease #EdwardsLifesciences #Healthcare #US #knowledgeleaders…
The Chinese Yuan is Now in Play… And This Could Mitigate Any Global Slowdown #Yuan #Yen #inflation…
Sales & Earnings Probably Need to Do the Heavy Lifting for Stocks to Continue Higher #SP500 #earnings…
Is Powell’s Confidence Shared by the Rest of the FOMC? #FED #SEP #FOMC…
Is It Time to Find New Hedges? We think inflation will persist and are thus broadening our thinking when considering hedging vehicles to equity exposure. More in our mid-quarter strategy update-- 👇…3
Spotlight Hewlett Packard Enterprise: Innovation from the Garage to the Cloud #HPE #informationtechnology…
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