Keep Calm and Bet Against the Crowd

It seems like eons ago now, but it wasn't. It was less than two months ago the market looked and felt like it was falling off a cliff… beyond help. As of December 6th, the S&P 500 was off 8% from its September peak, en route to what would ultimately be a 20% drubbing from its high made by December...

Keep Calm and Bet Against the Crowd

It seems like eons ago now, but it wasn't. It was less than two months ago the market looked and felt like it was falling off a cliff… beyond help. As of December 6th, the S&P 500 was off 8% from its September peak, en route to what would ultimately be a 20% drubbing from its high made by December...

State of The Union Likely To Prompt Rotation In US Stocks

Tuesday's State Of The Union (SOTU) address presented by President Trump is likely to roil the markets a bit – resulting in some increased market turmoil and rotation over the next 5+ days.  Additionally, we believe the tone of this message, as well as the Democratic response to the US President’s SOTU comments, will create a bit of an uneasy...

State of The Union Likely To Prompt Rotation In US Stocks

Tuesday's State Of The Union (SOTU) address presented by President Trump is likely to roil the markets a bit – resulting in some increased market turmoil and rotation over the next 5+ days.  Additionally, we believe the tone of this message, as well as the Democratic response to the US President’s SOTU comments, will create a bit of an uneasy...

FANG Stocks Check-In: Actually, Alphabet’s the Only Rally We DO Trust

Earlier on Monday we featured a post originally penned for CNBC, suggesting shares of search engine giant Alphabet (GOOGL) were too overbought/overextended to make for a safe bet. As Newton Advisors' Mark Newton explained it, after the big runup that began immediately after the Christmas break, "It's likely the stock stalls out and starts to pull back a bit." The...

FANG Stocks Check-In: Actually, Alphabet’s the Only Rally We DO Trust

Earlier on Monday we featured a post originally penned for CNBC, suggesting shares of search engine giant Alphabet (GOOGL) were too overbought/overextended to make for a safe bet. As Newton Advisors' Mark Newton explained it, after the big runup that began immediately after the Christmas break, "It's likely the stock stalls out and starts to pull back a bit." The...
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