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Sector Detector: Tech leadership and passive indexing show signs of rotation...
by Scott Martindale President & CEO, Sabrient Systems LLC The April-August 5-month stretch was the best 5-month period for the S&P 500 (+35%) since 1938. The index was +6.3% higher than its...
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Sector Detector: Investors pray for quick resolution to election and...
by Scott Martindale President & CEO, Sabrient Systems LLC Well, the election is finally upon us, and most folks on either side of the aisle seem to think that the stakes couldn’t be higher. That...
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Sector Detector: Positioning for a strong 2021 and better times ahead
by Scott Martindale President & CEO, Sabrient Systems LLC By some measures, the month of November was the best month for global stock markets in over 20 years, and the rally has carried on into...
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Sector Detector: Vaccines and massive stimulus fuel 2021 optimism; plus...
by Scott Martindale President & CEO, Sabrient Systems LLC First off, I am pleased to announce that Sabrient’s Q1 2021 Baker’s Dozen portfolio launched on January 20th! I am particularly excited...
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Sector Detector: Preparing for reflation, expansionary economy, and commodity...
by Scott Martindale President & CEO, Sabrient Systems LLC Investors have endured some unnerving gyrations in the stock market the past couple of weeks. Although the S&P 500 has fully...
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Sector Detector: Strong earnings growth is expected...and crucial to...
by Scott Martindale President & CEO, Sabrient Systems LLC After a strong Q1, stocks continue to rise on exuberant optimism, and the mega-cap dominated S&P 500 and Nasdaq 100 just hit new...
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Sector Detector: Earnings momentum trumps overblown worries about inflation...
by Scott Martindale President & CEO, Sabrient Systems LLC Stocks are once again challenging all-time highs as the forward earnings estimates are being raised at an historically high rate in the...
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Sector Detector: Anticipating a robust Q2 earnings season – and launch of Q3...
by Scott Martindale President & CEO, Sabrient Systems LLC As earnings season gets going, I believe we will see impressive reports reflecting stunning YOY growth in both top and bottom lines....
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Sector Detector: Blowout earnings, low interest rates, and dovish Fed, but...
by Scott Martindale President & CEO, Sabrient Systems LLC Another positive month for the major indexes, despite plenty of new bricks in the proverbial Wall of Worry. That makes 7 months in a row...
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Sector Detector: Entering Q4 with mix of optimism and caution suggests hedged...
by Scott Martindale President & CEO, Sabrient Systems LLC I mentioned early last month that it had been quite a long stretch since the market had seen even a -5% correction, but we finally got...
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