As Q1 2019 comes to a close, there is a lot of chatter about the S&P 500 topping and a looming recession sparked by a yield curve inversion. That’s great and all but there is plenty more to analyze out there than just one US based index. Investors have other important decisions to factor in, […]
Emerging Markets Outperformance To Continue?
2018 was a challenging year for global markets overall. While the S&P 500 finished down -7.6%, Emerging Markets were hit harder ending -19.4%. With 2019 off to a great start for both assets, an interesting analysis is how Emerging Markets began to outperform the S&P 500 in October when US markets peaked. Since October 1st, […]
Todd Sohn on Emerging Market & Software Stocks Risk-On Behavior
Todd Sohn, Director of Technical Analysis at Strategas Securities, was on BNN Bloomberg today discussing various positive risk-on factors in the market. This was a great discussion between Todd and Catherine that covered many ideas for investors including Chinese Internet Stocks to the Enterprise Software Sector. To begin, Todd brings up both an important and […]
