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Is It Time to Buy the Dip … in Health Care Stocks? January 19, 2022

By Steven Vannelli, CFA in Markets

For all the following charts, we are looking at the sector performance and internals of our group of companies within each sector in North America. We look at the top 85% of market cap, so we consider both large and mid-caps. In the table below,…

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Spotlight Kurita: Water as Breakthrough Technology January 12, 2022

By Knowledge Leaders Team in Knowledge Leaders

Based in Tokyo, Japan, Kurita Water is a global leader in water management and water treatment chemicals. Since its founding in 1949, when the firm began making chemicals to manage sediment buildup in boilers, Kurita Water has been at work innovating to solve water and…

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Powell Successfully Walks the Tightrope January 11, 2022

By Austin Mann in Economy, Markets, News

Below we highlight a few takeaways from Fed Chair Jerome Powell’s confirmation hearing today before the Senate Banking Committee, broken down by topic. -Focus on “less accommodative” moves -Powell made numerous statements indicating that COVID, though prevalent, will not be as pressing in policy decisions…

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Forward Thinking: 2022 January 06, 2022

By Steven Vannelli, CFA in Economy, Knowledge Leaders, Markets, Portfolio Management

In this quarter’s strategy report, Forward Thinking 2022, we discuss the following: -US economic growth is expected to be quite robust in 2022, despite the disruptions from the Omicron variant. Capital spending is expected to lead economic growth, which makes sense as companies invest in…

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Is the Market Looking Through the Current Inflation? December 09, 2021

By Steven Vannelli, CFA in Markets

This Friday we’ll see where the US CPI comes out. We recently got the November print for the Eurozone CPI, and it came in hot, hitting 4.9% year over year. This makes it all the more interesting to see the latest ZEW Inflation expectations for…

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Spotlight Tokyo Electron: Shifting Left December 01, 2021

By Knowledge Leaders Team in Knowledge Leaders

Since its founding in 1963, Tokyo Electron has been accumulating the technological expertise it builds on to deliver industry-leading production equipment in two product categories: semiconductors and flat panel displays. In a recent statement, the firm’s CEO observed that 2020 was a year marked not…

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Spotlight Shimano: Spinning the Future November 29, 2021

By Knowledge Leaders Team in Knowledge Leaders

Bicycle components leader Shimano was founded in 1921, when 26-year-old Shozaburo Shimano borrowed a single lathe and set up a small ironworks shop in Osaka, Japan. Deciding they were the most complex component to produce, Shimano began by making bicycle freewheels, those round spiked wheels…

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Have Option Players Taken the Week Off? November 23, 2021

By Steven Vannelli, CFA in Markets

For years preceding the COVID-19 pandemic, call option volume averaged about 15% of daily NYSE volume. This was a normal level of speculation that investors were used to. Then, as the chart above illustrates, in 2020 call buying just exploded. As of this writing the…

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