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Information Technology Giants Mixed While S&P Rebounds. Active Management Could Prove Valuable Moving Forward.
12/1/2018
Should Investors Buy the Dip?
11/1/2018
No Clear Leadership in U.S. Stock Market in September. Information Technology Still Looks Good in Our Work.
10/1/2018
IT, Consumer Discretionary and Health Care Lead the Way
9/4/2018
Facebook Faceplants While Apple Stuns with Growing Service Revenue
8/1/2018
June Squeaks Out Gain. Trade War, Flattening Yield Curve and Ballooning Deficits Loom.
7/1/2018
Momentum in May with Momo, Micron and Macy's Lifting U.S. RoC Portfolio Above the S&P 500. Big Data Ideas Added!
6/1/2018
Flat and Uninspiring April for S&P 500
5/1/2018
March Tacks On More Losses to S&P 500. We Remain Cautious.
4/2/2018
Fluctuating February Brings Investors Back to Reality
3/1/2018
S&P 500 Up 22 of Last 23 Months. More Gains to Start 2018
2/1/2018
Big Wins Produce 19.9% Return in 2017; Adding Diversification in 2018
1/1/2018