-
SPHB
-
$132.33
-
-0.33%
-
$132.77
-
$134.36
-
$131.98
Prices as of 2026-04-21 16:20:40 ET
Ticker Appearances
Sector Allocation
April 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP One could argue that March was a disappointing month for equity...
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Signal From Noise
First Word
Signs point to "more risk on" --> YE rally --> Stay Cyclical into YE, especially Energy + homebuilders "Golden 6 months"
His leadership skills are well known and on ample display during his tenure in both the military and in public office. I did not know...
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Your Weekly Roadmap
Market Marked By Indices Holding Up, Bloodbath at Sector Level
SUMMARY - S&P 500 closed at 4,395.26 slightly down from an ATH of 4,411.79 last week - The market-action Friday marked a recent reversal, with...
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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First Word
First Word
COVID-19 UPDATE: USA proof Metcalfe's Law kicking in for vaccine penetration = case for historic appreciation to continue, but powered by Epicenter
BUT A "REFLATION" BACK ON DOES MEAN INTEREST RATES WILL BECOME THE FOCUS LATER THIS YEAR... Interest rates will become a focus of markets later...
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First Word
COVID-19 UPDATE: US COVID-19 daily cases now ~32,000 (yup). India case figures not high enough to warrant "shut down" and need to reach >1.0 million per day to match USA in Jan
If we look at "daily cases per 1mm" residents, India's case figures are 225 per 1 million. - this figure is below Europe's 249 -...
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Your Weekly Roadmap
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First Word
COVID-19 UPDATE: ALERT!!! Downside "break" in USA COVID-19 as two consecutive days <60,000 cases ala Israel template. Timeline matches Israel
Look at the absolute number of cases. - this Wed was 59,983 - week ago Wed 70,679 - two weeks ago Wed 71,017 - three...
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Sector Allocation
April 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP One could argue that March was a disappointing month for equity...
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Signal From Noise
First Word
Signs point to "more risk on" --> YE rally --> Stay Cyclical into YE, especially Energy + homebuilders "Golden 6 months"
His leadership skills are well known and on ample display during his tenure in both the military and in public office. I did not know...
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Your Weekly Roadmap
Market Marked By Indices Holding Up, Bloodbath at Sector Level
SUMMARY - S&P 500 closed at 4,395.26 slightly down from an ATH of 4,411.79 last week - The market-action Friday marked a recent reversal, with...
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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You have viewed the limit of 2 Macro reports for free this month.
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First Word
First Word
COVID-19 UPDATE: USA proof Metcalfe's Law kicking in for vaccine penetration = case for historic appreciation to continue, but powered by Epicenter
BUT A "REFLATION" BACK ON DOES MEAN INTEREST RATES WILL BECOME THE FOCUS LATER THIS YEAR... Interest rates will become a focus of markets later...
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You have viewed the limit of 2 Macro reports for free this month.
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Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
First Word
COVID-19 UPDATE: US COVID-19 daily cases now ~32,000 (yup). India case figures not high enough to warrant "shut down" and need to reach >1.0 million per day to match USA in Jan
If we look at "daily cases per 1mm" residents, India's case figures are 225 per 1 million. - this figure is below Europe's 249 -...
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Your Weekly Roadmap
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First Word
COVID-19 UPDATE: ALERT!!! Downside "break" in USA COVID-19 as two consecutive days <60,000 cases ala Israel template. Timeline matches Israel
Look at the absolute number of cases. - this Wed was 59,983 - week ago Wed 70,679 - two weeks ago Wed 71,017 - three...
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