Stargazer Asset Management Weekly – November 1 2021

This week we take another bite of the inflation apple and look at markets overall.

BY ERIC FILL

SAM Weekly _ November 1 2021

Other posts

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy December 2024 Update

BY BRIAN SANBORN

The sector model maintained mixed leadership this month. Entering December, Consumer Discretionary, Financials, and Utilities are above benchmark weight. Communication Services improved to marketweight. Information Technology, Real Estate, Industrials, Materials, Energy, Consumer Staples, and Health Care are below benchmark weight. Read more →

Ahead of November CPI, TSM’s Revenue and Oracle’s AI Surge

BY TEMATICA

CHIPs Act dollars awarded to Micron, Toll's brighter outlook for the housing market Read more →

Trump’s WEF Address, Earnings Season Continues

BY TEMATICA

January Flash PMI data coming up and how it may impact next week's Fed policy meeting Read more →

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