We are still constructive on the US equity markets at this time, but the recent run up has put equity valuations back into a...
Granite Group
Recent Posts
Headline Risk
Sep 22, 2015 10:54:44 AM
On Friday, the technical break to the downside, below 1972, was worrisome. The next resistance level is 1925. Today the...
Valuation Reset
Sep 8, 2015 4:28:03 PM
As a follow-up to our August 21st and 24th blogs, we believe the markets have properly reset the valuation levels. The...
Allocation, Allocation, Allocation
Sep 4, 2015 11:39:48 AM
Recently, Calpers, the largest retirement system in the country, announced that they are contemplating their allocation to...
Capitulation?
Aug 24, 2015 9:24:04 AM
As the US markets get ready to gap lower this morning, we want to reiterate our Catch a Falling Knife blog from Friday. On...
Catching a Falling Knife, a technical and fundamental perspective
Aug 21, 2015 10:56:54 AM
We have been warning all year that markets have been fairly valued to fully valued with certain buying points on dips....
