Blog

Is Now the Time for Small Cap Growth to Shine? August 03, 2022

By Steven Vannelli, CFA in Markets

Across US indexes, growth has experienced a resurgence relative to value off the June 17, 2022 low. In this piece, I am going to focus on small-cap stocks and consider their merits through the lens of: 1) US Treasury yields, 2) oil prices, and 3)…

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Spotlight OneSpan: Cybersecurity in its DNA July 27, 2022

By Knowledge Leaders Team in Knowledge Leaders

OneSpan makes digital authentication software for corporate cybersecurity. With technologies including multi-factor and passwordless authentication, transaction authorization, and e-signatures, its products have helped prevent billions of dollars in fraud. Founded in 1984, in Chicago, Illinois, as Vasco, the fledgling cybersecurity consulting company soon acquired ThumbScan,…

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Is the Japanese Yen’s Decline Over? July 26, 2022

By Steven Vannelli, CFA in Economy, Markets

Since the COVID low in US Treasury rates and subsequent rise, the Japanese Yen has tracked the yield differential between the US and Japan. With the Federal Reserve having embarked on a rate hiking cycle, the monetary policy divergence between the US and Japan has…

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Spotlight Netscout: Guardians of the Connected World July 21, 2022

By Knowledge Leaders Team in Knowledge Leaders

Netscout delivers cybersecurity software and services that protect large corporate networks from attacks, optimize performance, and navigate near-constant upgrades to adapt to the latest technology trends. In addition, Netscout is a tier 1 operator of 5G, assisting carriers to launch new 5G networks and protect…

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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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