reports
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Coasting as We Stalk for Buying Opportunity; Downgrading Discretionary to Underweight We had been near-term bullish on the S&P 500 (SPX) since our 4/22/25 Compass, however, we are officially downgrading our near-term outlook to neutral. The SPX, Nasdaq 100 (QQQ), and Russell 2000 (IWM) are breaking below their 50-day MAs and are also violating their multi-month uptrends, signaling a consolidation period is here. With that said, our intermediate-term outlook remains bullish (as of our 5/14/25 Co...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Signs of Disinflation? A bear market bounce is underway after the S&P 500, Nasdaq 100 (QQQ), and Russell 2000 (IWM) found support at their respective downtrend channels, a possibility we discussed last week. Still, until the S&P 500, QQQ, and IWM can break above their various downtrends, we remain bearish, and believe investors should be using rallies to reduce overall exposure. Signs of Disinflation? We are starting to see early signs that inflation is peaking, as commodity prices have pulled...
INCY INCYTE CORP
VRTX VERTEX PHARMACEUTICALS INCORPORATED
SNYN SANOFI S.A. ADS
MRK MERCK & CO. INC.
LLY ELI LILLY AND COMPANY
JNJ JOHNSON & JOHNSON
CPRX CATALYST PHARMACEUTICALS
CORT CORCEPT THERAPEUTICS INCORPORATED.
BMY BRISTOL-MYERS SQUIBB COMPANY
BIIB BIOGEN INC.
AERI AERIE PHARMACEUTICALS INC.
NVS.. NOVARTIS AG ADS
PFE PFIZER INC.
PRPH PROPHASE LABS INC
ABBV ABBVIE INC.
OPTN OPTINOSE
GS7A GLAXOSMITHKLINE PLC (ADR)
EOLS EVOLUS INC
AZN ASTRAZENECA PLC ADS
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