Was That a Black Friday Sale or Sell-Off?

News that a new COVID-19 variant has surfaced in South Africa spooked global equity markets this past Friday causing a frenzied sell-off.  The question coming into Monday’s open was whether that sell-off was an overreaction and an opportunity – or the beginning of a much deeper, panic-driven sell-off. My thinking was – if global markets…

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Does The Market Change With The Seasons?

History says that U.S. stock markets are set to break out of the starting gate for what is typically the best six months of the year. Just as summer changes to autumn and autumn turns to winter, the stock market moves through seasonal changes as well. According to our sources, most of the market’s annual…

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Will Retail Push Higher?

**For those investors new to our approach to market analysis – Here’s a quick summary. We have a top-down approach to market analysis. Meaning we begin our process by first identifying which of the Asset Classes is strongest relative to all others. Once identified, we focus our attention to the sectors within that Asset Class,…

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