Once a year, looking at the top market cap weights in the SP 500 can provide some insight into…
Here was the latest “cash repatriation” math for large-cap Tech in the event of major tax reform passing, and with…
The Technology sector is now roughly 25% of the SP 500 by market cap. (Not as high as what it…
While Energy is still lapping the very easy compares from 2016, the Financial sector is a big drag on Q3…
Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter…