MATASII CYCLE POSITIONING LEADS BoAMS FUNDS MANAGER SURVEY In December 2018 MATASII added three new sectors to the MATASII SII Watch List. This was based on our Cycle Positioning Methodology. Two of the three have seen the selected securities move through LONG Triggers and have achieved early gains of +5%. We see below that Fund […]
SII Healthcare
HEALTHCARE FINDS 100 DMA SUPPORT – IS FANG & NOSH NEXT?
HEALTHCARE FINDS 100 DMA SUPPORT – IS FANG & NOSH NEXT? As Bloomberg notes, valuations are a notoriously poor tool for market timing, and forward earnings estimates could prove to be too low, so this alone shouldn’t necessarily serve as a sell signal. However, notice the divergence in fortunes between tech and health care that’s […]
MATASII ADDS THREE NEW SII SECTORS BASED ON LATE CYCLE POSITIONING
MATASII ADDS THREE NEW SII SECTORS BASED ON LATE CYCLE POSITIONING A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-SII & PUBLIC ACCESS) READERS REFERENCE SII – NEW CYCLES: UTILITIES, CONSUMER STAPLES & HEALTHCARE MATASII SYNTHESIS: The US and Global Economies has shifted towards late cycle, MATASII has therefore added three sectors to the MATASII Watch-list: Consumer Staples, Healthcare […]