The market is testing critical levels of support and now may be the time to pickup exposure to stocks that have pulled back in order to participate in the seasonal strength through the weeks ahead.
Read Full ReportInflation hedges continue to add alpha to portfolios, but we continue to seek an opportunity to rotate to higher yielding assets when the timing is appropriate.
Read Full ReportThe latest read of Industrial Production in the US attests that the Manufacturing Renaissance into the spring is real, enticing exposure in portfolios to the groups that are exposed.
Read Full ReportMarket needs to hold Monday’s upside gap to allow the normal seasonal rise in stocks to proceed from here.
Read Full ReportOn the lookout for the metrics that would entice us to ramp up risk in portfolios, as is typically appropriate heading into the end of March and through the month of April.
Read Full ReportWe added to our Energy exposure during this seasonally strong time of year for the commodities and the stocks.
Read Full ReportThe market and the economy remain hinged on the price of Oil.
Read Full ReportIf you like Software as a trade, you should really like the longer-term opportunity in this other segment of the Technology sector.
Read Full Report
The market is testing critical levels of support and now may be the time to pickup exposure to stocks that have pulled back in order to participate in the seasonal strength through the weeks ahead.
03.19.2026 | On This Day | Tech Talk
Inflation hedges continue to add alpha to portfolios, but we continue to seek an opportunity to rotate to higher yielding assets when the timing is appropriate.
03.18.2026 | On This Day | Tech Talk
The latest read of Industrial Production in the US attests that the Manufacturing Renaissance into the spring is real, enticing exposure in portfolios to the groups that are exposed.
03.17.2026 | On This Day | Tech Talk
Market needs to hold Monday’s upside gap to allow the normal seasonal rise in stocks to proceed from here.
03.16.2026 | On This Day | Tech Talk
On the lookout for the metrics that would entice us to ramp up risk in portfolios, as is typically appropriate heading into the end of March and through the month of April.
03.14.2026 | On This Day | Tech Talk
We added to our Energy exposure during this seasonally strong time of year for the commodities and the stocks.
03.12.2026 | On This Day | Tech Talk
The market and the economy remain hinged on the price of Oil.
03.11.2026 | On This Day | Tech Talk
If you like Software as a trade, you should really like the longer-term opportunity in this other segment of the Technology sector.
03.10.2026 | On This Day | Tech Talk
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Disclaimer:Jon Vialoux is a registered Associate Portfolio Manager at CastleMoore Inc. Comments and opinions offered in this website are for information only. They should not be considered as advice to purchase or to sell mentioned securities. Data offered in this report is believed to be accurate, but is not guaranteed. |
AboutEquity Clock provides free seasonal investment research and analysis on equity, commodity, bond, and futures markets. EquityClock.com offers the largest source of seasonal investment profiles on the internet. Follow us:
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