Stargazer Asset Management Weekly – July 25 2022

Our weekly tour of markets

BY ERIC FILL

SAM Weekly _ July 25 2022

Other posts

C8 Bulletin: Gauging the Impact of US Debt Limit Dynamics – Part II

BY JON WEBB

In February, one of our index providers, IVI Capital, outlined how the Debt Ceiling impasse would lead to an expansion of US liquidity, and more benign financial markets, until the Congressional stand-off was resolved. With the Debt Ceiling increase finally agreed, we asked IVI for an update. Read more →

C8 Weekly Bulletin: Backing Value over Defensive – NDR’s Smart Sector

BY JON WEBB

January’s 6.2% advance in the US S&P500 index was far from uniform with sector performances stretching from a 15% gain in consumer discretionary to a 2% retreat in utilities. Given the importance of sectoral positioning - alongside overall market-directional bets - this week we give the opportunity to our index provider, Ned David Research, to outline the big calls from its 'Dan Hagen/ NDR Smart Sector with Catastrophic Stop' strategy. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy April 2023 Update

BY BRIAN SANBORN

Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

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