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Wall Street Whispers – What Our Clients Are Talking About Behind The Scenes
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The S&P 500 had another week of positive gains and notched its first close above 4200 despite institutional investor angst continuing to rise. Most of the concerns seem to be focused on macro issues and there are plenty of them that are surfacing. We are keenly aware of the macro backdrop and are monitoring the situation. With that being said, my proprietary investment process continues to suggest that the landscape for equities remains favorable albeit there will be pauses and pullbacks along the way to higher highs for the benchmark index. Furthermore, it is noteworthy that my key indicators strongly suggest that my ongoing recommended themes are still intact. Thus, I continue to view price moves that are contrary to my medium-term views as opportunities.
When the investment environment gets challenging or “noisy”, investors can be unduly impacted by either headline news or tactical market price action that leads to sub-optimal decision making. However, if one has a disciplined methodology, it can be critical to help filter out all the potentially confusing cross currents. My colleagues and I here at FSI have spent over two decades developing objective tools to help investors to identify opportunities, especially when the equity landscape becomes more challenging. We use analytical techniques that are based on data driven approaches as the foundation for our research and idea generation to help our subscribers stay grounded and properly positioned to take advantage of the dominant trend.
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