Stargazer Asset Management Weekly – March 8 2021

This week we look at the jump in global bond yields and how, if, CB's are likely to react. We also spin through the current state of markets.

BY ERIC FILL

SAM Weekly _ March 8 2021

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Thoughts From The Divide: The Little Things

BY JON WEBB

Following the warnings from Walmart’s earnings last week, Target announced earnings this week and saw its stock walloped. As the CEO noted, “The ‘biggest challenges’ Target is hearing from its shoppers are ‘inflation in food and household essentials’”, further adding that “inflation is putting a ‘strain on the consumer wallet.’” Read more →

NDR Dynamic Allocation Strategy March 2025 Update

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Dynamic Allocation Strategy, indicators, weightings update Read more →

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

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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 →

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