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ETF Prior Outlooks

ETF Driven Strategy

2022 May FSI Sector Outlook

As readers should know by now, I have updated my macro view in US equities. I began the year forecasting a turbulent 1H22 to be followed by a constructive 2H22 that would have been a resumption of the bull market. Please note that my view has now shifted to outright...

2022 April FSI Sector Outlook

The investing backdrop continues to be quite challenging as there are lots of news headlines regarding Ukraine/Russian nearly daily and they are often conflicting.  The spillover into commodity markets, inflation, interest rates, and central bank policy are also contributing to the elevated levels of volatility.  As these dominoes fall, the...

2022 March FSI Sector Outlook

The market is undoubtedly enduring a time of great uncertainty. In my opinion, it’s important during times like these to get grounded in process and data to try and diminish your natural emotional responses. One thing I’ve learned over my decades of investing experience is that while periods like these...

2022 February FSI Sector Outlook

The year has gotten off to a rocky start and was the most treacherous since the specter of a truly global pandemic reared its ugly head during 1Q20.  I have been commenting for some time that markets would likely be facing challenges during the first half of 2022.   Not only...

2022 January FSI Sector Outlook

With 2021 behind us, many forecasters make a big deal about the year ahead as if the flipping of the calendar has magically altered the investment landscape. Yes, there are some positive seasonal factors that occur during January because of institutional and retail portfolio flows, but the underlying backdrop normally...

  • FSI Sector Allocation
December 2, 2021

2021 December FSI Sector Outlook

Following the ongoing earnings driven rally that occurred during the first three weeks of November that we had been expecting, the equity markets have run into a formidable three-pronged headwind — being tactically overbought, the announcement and global “panic” regarding the Omicron COVID variant, and hawkish comments from Fed Chairman...

  • FSI Sector Allocation
November 4, 2021

2021 November FSI Sector Outlook

October confounded the bears who were beginning to growl quite loudly. Indeed, instead of getting tricks and a deeper correction that took the S&P 500 towards 4000 or lower, investors who stepped up on our tactical buy signal were rewarded with treats. With the FOMC announcing its much anticipated “tapering”,...

  • FSI Sector Allocation
October 13, 2021

2021 October FSI Sector Outlook

As we get ready to begin the 3Q21 earnings season, investors seem to be agitating over several issues that are the foundation for a formidable Wall of Worry. With that being said, we are also keeping our eyes on the growing list of potential factors, but importantly our indicator-based investment...

2021 August FSI Sector Outlook

After some consideration, we are adjusting our ETF Sector Allocation product to be UPDATED QUARTERLY rather than monthly. We believe that by rebalancing this product every quarter rather than monthly, we can INCREASE RETURNS BY CIRCUMVENTING TAXES THAT CAN OTHERWISE UNDERMINE PERFORMANCE. The ETF Sector Allocation product was created for investors whose performance...

2021 July FSI Sector Outlook

The S&P 500 ended the month of June with its fifth consecutive monthly gain and the index has now been up seven of the last eight months, which is quite impressive considering it has been battling several macro worries since the end of 1Q21. Our key indicators remain quite supportive...

2021 June FSI Sector Outlook

The resilient S&P 500 keeps grinding higher putting in its fourth consecutive monthly gain after starting the year down during January. The rally has continued despite the growing macro anxieties by forecasters and institutional investors. Our research is still CONSTRUCTIVE FOR THE U.S. EQUITY MARKETS, and it is still flashing clear...

2021 May FSI Sector Outlook

The S&P 500 continues to power higher despite the ongoing worries that appear to be growing from some vocal growling bears. We have commented in our previous updates that the ongoing rally is certainly “Climbing the Wall of Worry”. Now we are entering a period that has been referred to...