Should You Be Worried About a Strong Market?

By Michael Reilly | January 18, 2019

This week has seen quite a few ups and downs, both for the market and investor’s emotions. As usual, the mainstream financial news outlets are full of the same old “noise” that makes it difficult to discern what’s really going on. At the time of this writing, MarketWatch’s most viewed article is titled The stock…

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Financial’s Surprise Post-Election Surge…and Fall Back to Earth

By Michael Reilly | December 17, 2018

No broad sector was a bigger beneficiary of Donald Trump’s surprise victory in the 2016 Presidential election than Financials. Following the election, the sector moved swiftly up from the #8 ranked sector on a relative strength basis. In just 8 days, From November 3, 2016 to November 11, 2018, the Financial sector rocketed to #3.…

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The Best Defensive Sector?

By Michael Reilly | December 14, 2018

In recent weeks, it’s been impossible to escape the headlines surrounding the strained relationship between the United States and China regarding trade. But today, I want to focus your attention on something the media has overlooked. Something investors may capitalize on… For the first time in more than two years,  November 11, 2016 to be…

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