Equity Strategies Group-Level Analysis Of The Equity Markets
Sector Spotlight: Health Care
Conceptually we think that the big drug stocks are poised to rebound, but they have yet to rank Attractive in the Group Selection Scores.
New Select Industries Group Holding: Oil & Gas Exploration
Upgraded to Attractive this month after three consecutive months of rising Group Selection scores.
Scanning The Markets
The equity markets began the year with a very solid performance.
Tech Watch
GS Scores for Tech groups have been fading in recent months, with only one Tech group now viewed as Attractive. The quantitative deterioration prompted us to reduce portfolio Tech exposure.
Scanning The Markets
The equity markets ended the year with a bang, turning in very strong December performance.
Tech Watch
The broad Tech sector has rallied significantly from lows and is not cheap by traditional valuation measures. Upside driver is earnings momentum, which continues to be strong.
Scanning The Markets
The equity markets finished strong in November, after slumping throughout much of the month.
Tech Watch
The broad Tech sector has rallied significantly from lows and is not cheap by traditional valuation measures. Upside driver must be earnings momentum, which continues to be strong.
Tech Watch
Technology stocks rebound off late September sell off. The NASDAQ records its thirdbest month this year (+8.1%), and is now up 44.7% YTD.
New Select Industries Group Holding: Consumer Electronics
Group upgraded to Attractive in October, scoring at very top of rankings for two months.
New Select Industries Group Holding: IT Consulting & Other Services
Performance has been hot lately, group beginning to be recognized as prime beneficiary of corporate outsourcing.
Scanning The Markets
The equity markets turned in strong October performance. Only 4 of 150 groups had negative performance in October.
Scanning The Markets
The equity market took a breather in September.
Tech Watch
Technology stocks retreat in late September. The NASDAQ records its first down month this year (–1.3%), but finished Q3 up 10.1%.
Tech Watch
Still overweight Info Tech, but stock selection likely to get tougher in coming months.
Japanese ADRs...Rising Suns
A brief recap of our reasons for a bullish outlook on Japan’s stock market.
New Select Industries Group Holding: Unregulated Energy Producers
Group rated Attractive since January, but continues to demonstrate quantitative strength and has now climbed to near the top of rankings.
Scanning The Markets
The equity market continued its strong performance in August.
Plugging Into Unregulated Power Producers
In early August, the Unconventional Portfolio is establishing a new equity holding in the Unregulated Power Producers.
Japanese ADRs...Update
A brief recap of our reasons for a bullish outlook on Japan’s stock market.
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March 2026 Issue
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March 2026 Issue
