reports
- Dave Nicoski
- Ross LaDuke
Vermilion ETF Pathfinder: Actionable ETF research & Ideas
Tariff Tantrum Underway; Market Dynamics Still Risk-On As discussed throughout the first half of January, we continue to believe that tariffs will mostly be used as a negotiation tactic, and much like Trump's prior presidency, will be much less impactful than feared. We anticipate the Canada/Mexico tariffs to be resolved relatively quickly, and therefore we view the latest pullback as a buying opportunity. Bottom line: market dynamics remain risk-on, and our outlook remains bullish as long as t...
EIS EISEN- UND HUETTENWERKE AG
EWG ISHARES MSCI GERMANY ETF
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND
IAI ISHARES U.S. BROKER-DEALERSETF
EPOL ISHARES MSCI POLAND CAPPED ETF
HEDJ WSDMTR EURP HDGD
EUFN ISHARES MSCI EUROPE FINANCIALS
A14Y8J ARK WEB X.0 ETF NO PAR VALUE PER SHARE
ISHARES MSCI UAE CAPPED ETF
- Dave Nicoski
- Ross LaDuke
Vermilion ETF Pathfinder: Actionable ETF research & Ideas
Downgrading Consumer Staples To Underweight Market dynamics remain largely bullish and we continue to see signs of improving risk appetites. As a result, we are on the verge of shifting to an outright bullish stance. S&P 500. The S&P 500 remains bullish as it breaks to all-time highs. As long as 4164-4168 support holds, our target of 4320 remains in play. Should 4164 fail to hold, our next key support level would be in the 4056-4100 range; we are constructive as long as 4056 holds. Small- & Mi...
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