Loading...
Coverage, strength, recency, conviction and momentum.
No analyses found yet.
Newest calls at the top.
The speaker evaluates the S&P 500 Equal Weight ETF, noting the heavy weighting of industrials and the potential benefits of economic expansion.
The speaker analyzes that broad-based buying continues and the catch-up trade has legs. In particular, the performance of the equal-weight index (RSP) indicates that the rally is not limited to technology and that consumer demand remains strong.
The analyst suggests a shift away from tech concentration towards broader market exposure, preferring this ETF over small-caps.
The speaker evaluates the S&P 500 Equal Weight ETF, noting the heavy weighting of industrials and the potential benefits of economic expansion.
The speaker analyzes that broad-based buying continues and the catch-up trade has legs. In particular, the performance of the equal-weight index (RSP) indicates that the rally is not limited to technology and that consumer demand remains strong.
The analyst suggests a shift away from tech concentration towards broader market exposure, preferring this ETF over small-caps.