Market View January 2020: Headwinds Turning Into Tailwinds
As we begin 2020, we would first like to review 2019 and then offer our thoughts for the coming year.
BA/Merrill Lynch Investor Sentiment Survey – A Positive Contrary Indicator
The latest Bank of America / Merrill Lynch survey of institutional investment managers showed incredibly high allocations to cash. To us, this is a positive contrary indicator.
Extreme Selectivity Key For Successful Investing in IPOs
Initial public offering (IPO) activity has picked up, riding along with the stock market’s positive performance in 2017. In this IBD story, Bryan Anderson, Market Strategist for Beck Capital Management says being highly selective is still key for successfully investing in IPOs, as several widely touted companies like Snap and Blue Apron have disappointed investors…