XLK

Is Global Growth Really Back on Track?

The rotation toward cyclical stocks would indicate that the global growth outlook is improving, but that's not the case. How long can cyclicals outpace defensive stocks if global growth continues to slow? More 

We Didn’t Expect This Rally, But We’ll Take It

We seem to have rotated to risk-on mode without a correction --so we need to take care to look for confirmation of the bullish trend. More 

Chasing the Market Becomes More Dangerous With Every Tick Higher

Investors bought everything in sight, taking the S&P 500 to a new closing high. More 

Sluggish Mega-Caps Are Weighing on Tech

Capitalization-weighted tech funds have been lagging the S&P 500 in this rally, but the underperformance is largely concentrated in the sector's mega-cap stocks. More 

TDIV Falls Short for Both Income and Growth

The First Trust Nasdaq Technology Dividend Index falls short on the income side of the equation compared to alternatives ... especially once it adds Apple. More 

Stock Pickers Needed for this Market

As we look at the market in general, everything has been moving in the same direction. More 

Diversification Won’t Help Much in This Market

As the Dow Jones forges ahead, we look at which surprising sectors are leading the market--and what you can do to get an edge. More