Vermilion Macro Vision: U.S. Equity Strategy
Despite all the rhetoric that can best be associated with “fake newsâ€, the stock market has yet to produce “fake movesâ€. Historically fake moves are often associated with a narrowing of breadth and the ever so apparent “cult stocksâ€. While arguably we have some degree of this (e.g. FANG stocks), we continue to believe breadth is much better than what the naysayers' emit. In fact, while breadth is deteriorating in areas of the economy that are often associated as a tax on the consumer--Energy, Consumer Staples, Consumer Discretionary, and Materials--areas associated with growth and end product demand--Technology, Healthcare, Manufacturing and Financial--are showing improving breadth and technical patterns.In our Strategy document we outline the market characteristics supporting this view, and discuss our favorite sectors.
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Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.
Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
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