Research
Our Top Sector Recommendation Is Healthcare
We have been recommending Healthcare as our top sector overweight. The sector was poor last year, but has been the best performing sector year-to-date, up 8.45% vs. the S&P 500, which is down 0.54%.
Buy the XHB For Exposure to US Housing Improving
A year ago, we identified several major growth themes in the US equity market where we recommend that investors focus. One important theme was Housing and Building Products...
NVDA: Do You Know Something No One Else Does?
While I was a former multiple-time #1 ranked Semiconductor Analyst by Institutional Investor Magazine, I honestly do not have a particularly differentiated view on Nvidia (Ticker: NVDA) following last night’s earnings...
Don’t Make Short-Term Market Calls
Every day, Wall Street “experts” reference signals they believe will help them make accurate short-term market calls...
What Can Walmart Earnings Tell Us About 2025?
Walmart (Ticker: WMT) earnings last week highlighted two issues we have been discussing in 2025.