As Vaccinations Climb, Play the Long Game

2021 news s&p500 Feb 03, 2021

Published by Anthony Di Pizio

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2021 - The Full Year Picture

Despite any short term market turbulence, there is a consensus for a higher S&P500 benchmark index by the end of 2021. At the moment JP Morgan holds a Street high target of 4,400 which represents a more than 15% gain from yesterday's close. What feels more important though is the minimum target of 3,800 held by both Citi and Bank of America - which is exactly where we are today. (Source: CNBC Market Strategist Survey)

Irrespective of all the uncertainty, it appears even the most pessimistic of the major banks on Wall Street expect stock prices to remain buoyant for the year. There is no doubt any shot we have at reaching some of the more lofty S&P500 targets will be predicated on a resolution to the COVID pandemic. 

As we watch vaccine programs roll out globally, we think there is cause for optimism that by mid-year, we'll be living under...

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Rotation, Rotation, Rotation!

news s&p500 Nov 23, 2020

Published by Anthony Di Pizio

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What A Ride

US markets recently made all time highs (S&P500) much to the surprise of many participants. With the sheer scale of the disruption caused by the COVID-19 pandemic, many investors expected to wait years before seeing broad stock market returns again.

They managed to find some positivity among the chaos, though, discovering a plethora of companies which may have actually fared better in the new stay-at-home economy. By now we're all familiar with the incredible stories of Zoom or Peloton, for example.

The list of innovative, or potentially adaptive companies grew so large that CNBC personality Jim Cramer formed the 'Cramer COVID-19 Index' back in April. He managed to put forward ~US$11 trillion worth of companies which could be expected to outperform in this new world. 

Outperform they did. Measured from the market bottom in...

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The Wedge That Stopped The S&P500

news s&p500 Sep 05, 2020

Published by Anthony Di Pizio

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An Intriguing Setup

We're not advocates for technical analysis as an investment strategy. In fact, we consistently caution people against making decisions based purely on charts.

However, every now and then a setup hits our screens that forces us to really pay attention. 

Interestingly, in August-September of 2016 the S&P500 began rolling over as election uncertainty weighed, and declined steadily until Trump's victory. We all remember what happened after that, but here's a refresher:

This upper trend line has kept price capped for 4 years. Now, it's an expanding wedge, the lower bound of which began to form in January of 2018. It (sort of) marked the bottom of the COVID-19 pandemic selloff back in March, which is yet another...

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