Don’t Ignore History: Cyclical Stocks Have Led Market Recoveries

Prepared for Takeoff: Aviation and Aerospace

Apocalypse Now? Buy High Quality Cyclicals

The Search for the Bottom

Quick Takes: Big Data and Machine Learning

Quick Takes: Alternative Data

Negative Interest Rates: A Primer for Equity Investors

Quick Takes: A Negative Interest Rate Primer for Equity Investors

Quick Takes: The Case for Cyclicals

Valuation Matters: Upside Potential in Banks and Telecommunication Services