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Buy EQWL
$127.90
-0.640 (-0.498%)
At Close: Jun 03, 2026
Epochalypse Now: How Deep Is Your Depression?
10:13am, Saturday, 11'th Jul 2020
We are nearing that mid-point in July when I said we would start to see the news turn from euphoria-inducing reopening positives to depression-developing realism.
Large-Cap Growth And Momentum Dominate 2020 Factor Returns
09:46am, Saturday, 11'th Jul 2020
If your US equity strategy is posting a gain this year, there's a good chance that the key driver is a hefty allocation to either the large-cap growth or momentum factors.
A Healing Job Market And Economy But Poor Investor Sentiment
07:55am, Friday, 03'rd Jul 2020
The labor market still needs healing, but payrolls are up 8 million in two months. The stay-at-home mandates and business shutdowns caused a severe economic con
Money Moves Markets, But Not If It's 'Locked Up'
10:03pm, Thursday, 02'nd Jul 2020
The Fed has stopped growing its balance sheet. This has always put downward pressure on the stock market until the government deficit increases (increased debt)
How Much Bull Does The Nasdaq Have Left?
08:00am, Thursday, 02'nd Jul 2020
Tech-heavy Nasdaq has seen strong growth since the March lows. Investor sentiment has shifted since that March bottom. Charts are showing a topping pattern in t
Profiting From Uncertainty
08:41am, Wednesday, 01'st Jul 2020
Global economic policy uncertainty is at an all-time high. This has historically cut capex and hurt valuations, but can also be used as a contrarian buy/sell in
Median Household Income In May 2020
06:46am, Wednesday, 01'st Jul 2020
Political Calculations' initial estimate of median household income in May 2020 is $65,669, down 0.5% from April 2020's initial estimate of $66,027. While this
Mid-Year Outlook: A Slow, Uneven Economic Recovery In The Second Half
05:45am, Wednesday, 01'st Jul 2020
Our base case is that the global economic recovery in its initial stages will be slow and uneven. We assume there will be a gradual easing of lockdowns and a gr
Cloud Exposure: Looking Beyond The Benchmarks
07:44am, Tuesday, 30'th Jun 2020
The Nasdaq 100 currently holds only five companies in common with WCLD (Workday, Adobe, Zoom, PayPal and, recently, DocuSign), which together only amount to app
Our Midyear Outlook
01:55am, Tuesday, 30'th Jun 2020
The virus shock is accelerating key structural trends. We update our three investment themes and investment views against this backdrop. We are tracking the int
U.S. Lagging G7 In Post-Lockdown Economic Recovery
08:02am, Monday, 29'th Jun 2020
Economic mobility in the US increasing at a slower pace than COVID-19 infections, contrary to the rest of G7. At a state level, New York, New Jersey, Massachuse
The Reopening Killed The V-Shaped Recovery
07:43am, Monday, 29'th Jun 2020
This is a weekly series focused on analyzing the previous week’s economic data releases. The objective is to concentrate on leading indicators of economic activ
U.S. Bankruptcies Busting Out To Match 2009 Peak Mean Trouble For Stock Market
08:37am, Sunday, 28'th Jun 2020
Bloomberg reported this week that thirteen US companies (in the 50-million-plus size) filed for bankruptcy last week. Ironically, a health crisis was not even g
Is Determining The Shape Of The Global Economic Recovery Much Ado About Nothing?
07:56am, Sunday, 28'th Jun 2020
Is the nascent economic recovery V-shaped, U-shaped, L-shaped, W-shaped, square root-shaped, Nike swoosh-shaped or something else entirely? I haven't seen this
Weekly Commentary: More W Than V
06:47am, Sunday, 28'th Jun 2020
The much vaunted V recovery is improbable. To simplify, a somewhat W-looking scenario is a higher probability. My concern has been that the COVID dislocation wo
