Blog

Room to Run July 20, 2022

By Steven Vannelli, CFA in Markets

After the June 17, 2022 low, stocks have jumped higher, taking out the 50-day moving average yesterday in the S&P 500. 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…

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Smart Money Investing Signals July 05, 2022

By Steven Vannelli, CFA in Markets

The Smart Money Index was constructed by Don Hays and measures the market action in the first half hour of trading and the last hour of trading. The indicator shorts the first half hour of trading as it is supposed to represent the trading by…

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Bullish Back Half July 01, 2022

By Steven Vannelli, CFA in Markets

We think we could see a bullish back half of the year for equity markets. Our analysis follows in our Quarterly Strategy Report. Prefer to download this presentation in PDF? Please click here. 1. Summary -In the first half of 2022, markets experienced the largest…

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Mercado Libre is the largest online marketplace in Latin America. Headquartered in Buenos Aires, Argentina, and available in 18 countries, the firm’s offerings span from the popular, namesake digital marketplace, “Mercado Libre,” to its digital payment and credit platform, “Mercado Pago,” shipping and logistics arm,…

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Cracking and Pivoting June 22, 2022

By Steven Vannelli, CFA in Economy, News

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. With the exception of a 200,000 barrel/day refinery in Garyville, Louisiana, built by Marathon Petroleum in July 2020, there…

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Headquartered in Melbourne, Australia, Incitec Pivot is a global leader in the materials sector with an unrelenting focus on Zero Harm, the expectation that its operations should never expose staff to harm or cause environmental incidents. The company’s origins began in the 1800s with the…

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Spotlight Norsk Hydro: Metals of the Future June 07, 2022

By Knowledge Leaders Team in Knowledge Leaders

Headquartered in Oslo, Norway, Norsk Hydro is one of the largest aluminum companies in the world. It aims to convert natural resources into sustainable products for people and business. Since its founding in 1905, this Knowledge Leader has worked for over a century to develop…

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Divergences in the Energy Patch June 07, 2022

By Steven Vannelli, CFA in Economy, Markets

Crude oil and energy equities have been on a tear for the last two years. But now we are seeing some divergences between oil prices and other related variables. First, as everyone knows, oil prices have been the main driver of rising bond yields this…

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Spotlight Steris: Keeping It Clean June 03, 2022

By Knowledge Leaders Team in Knowledge Leaders

Steris Corporation aims to prevent infection in operating rooms, labs, dental offices, and manufacturing plants around the world. A leader in sterilization technologies, this Knowledge Leader was founded in 1985 with a mission to create a healthier and safer world through innovation of sterile equipment…

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