Dear client, Next week instead of our regular Strategy Report we will be sending you a Special Report from BCA’s Equity Analyzer service on Inflation and Factor investing penned by my colleague Lucas Laskey, Senior Quantitative…

  The S&P 500 is clawing back its losses after it hiccupped last week correcting approximately 5% from peak-to-trough as the dust from the GME/WSB saga is settling down. As we showed in this Monday’s Strategy Report…

We recommend investors monetize gains in the hedge we first recommended on December 7, 2020 in the form of VIX June futures, for a gain of 19% since inception, assuming conservatively that no leverage was used in executing this hedge.…

In last week’s US Sector Insight we showed how TSLA’s inclusion in the S&P 500 pushed consumer discretionary 5-year forward EPS growth into the stratosphere. We then dove deeper into this GICS1 sectors in this Monday…

  Neutral We have been on the right side of the underweight utilities position for the better part of the past two years, but now that the easy money has been made, we are compelled to book handsome gains of 14.8% for the…

As the economy is transitioning from liquidity to growth, the oil-to-gold price ratio has caught our attention again this year. As a reminder, last year we successfully traded this high-octane pair using the S&P oil & gas…

  In the January 19th Special Report we instituted a long S&P REITs / short S&P homebuilders pair trade with a 10% stop loss. Yesterday, our stop was triggered and we are obeying it and closing this pair trade. Among…

Highlights Portfolio Strategy Speculative fervor dominates trading in the S&P auto & components group, but soaring long-term profit projections, lofty valuations, overbought technicals, and a looming German/Japanese/Chinese…

  In the September 8thStrategy Report we first created the “Back To Work” basket and recommended investors to gain exposure to the reopening trade by initiating a long “Back To Work”/short “COVID-19…

  While everyone was preoccupied with the effect TSLA’s SPX inclusion would have on the index’s 12-month forward P/E, the real change crept up in the long-term EPS growth expectations. This story stock caused the S…