DAY HAGAN RESEARCH UPDATE

Day Hagan Research Update: March 31, 2017

DAY HAGAN RESEARCH UPDATE

Weight of the Evidence Still Supports the Bulls

Written by: Neil Leeson

Posted May 8, 2017

Upside earnings surprises continue to support the domestic markets.


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Day Hagan Research Update: May 1, 2017

DAY HAGAN RESEARCH UPDATE

Global Trends

Written by: Neil Leeson

Posted May 1, 2017

Expectations versus reality continue to diverge between the domestic and global equity markets and actual economic results.


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Day Hagan Research Update: April 19, 2017

DAY HAGAN RESEARCH UPDATE

Don't Fight Trend and Momentum

Written by: Neil Leeson

Posted April 26, 2017

Tape remains bullish, sentiment stays optimistic and valuations remain stretched. Weight-of-the-evidence stays neutral at best.


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Day Hagan Research Update: April 19, 2017

DAY HAGAN RESEARCH UPDATE

Real Growth Needed To Support Equities

Written by: Neil Leeson

Posted April 19, 2017

Overall, the markets continue to tread water as news stories create short-term gyrations.


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Day Hagan Research Update: March 31, 2017

DAY HAGAN RESEARCH UPDATE

Going Nowhere Fast

Written by: Neil Leeson

Posted April 7, 2017

Overall, the markets continue to tread water as news stories create short-term gyrations.


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Day Hagan Research Update: March 31, 2017

DAY HAGAN RESEARCH UPDATE

Rapid Rotation Suggests Jittery Investors

Written by: Neil Leeson

Posted March 31, 2017

What the numbers say: A review of Sentiment, Trend and Breadth indicators.


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Day Hagan Research Update: March 2017

DAY HAGAN RESEARCH UPDATE

About That Third Rate Hike...

Written by: Donald Hagan, CFA

Posted March 24, 2017

Three rate hikes take the target Fed funds rate from 0.25% to 1% in 15 months. The character of the market is changing.


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Day Hagan Research Update: March 2017

DAY HAGAN RESEARCH UPDATE

Sentiment Outlook Remains Key

Written by: Neil Leeson

Posted March 23, 2017

Longer-term trend indicators are holding up as overbought extremes are getting worked off.


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Day Hagan Research Update: March 2017

DAY HAGAN RESEARCH UPDATE

Sentiment Reversing From Extremes

Written by: Neil Leeson

Posted March 13, 2017

Three steps and a stumble may not play out this time given the pace of interest rate normalization.


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Day Hagan Research Update: March 2017

DAY HAGAN RESEARCH UPDATE

Watch Sector Rotation

Written by: Neil Leeson

Posted March 3, 2017

Money flows into major style, sector and capitalization ETFs can highlight where institutions are allocating their money.


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Day Hagan Research Update: February 2017

DAY HAGAN RESEARCH UPDATE

Don't Fight The Trump

Written by: Neil Leeson

Posted February 24, 2017

The shift in focus from monetary to fiscal policy continues to drive investor sentiment.


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Day Hagan Research Update: February 2017

DAY HAGAN RESEARCH UPDATE

Pullback Overdue?

Written by: Neil Leeson

Posted February 17, 2017

Bull markets don't die of old age, but they could die of starvation.


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Day Hagan Research Update: February 2017

DAY HAGAN RESEARCH UPDATE

Day Hagan Tactcal Dividend Strategy: Increased Cash Position

Written by: Donald Hagan, CFA

Posted February 13, 2017

On February 7, we sold our four positions in the Software industry and, for the time being, are holding those assets in cash.


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Day Hagan Research Update: February 2017

DAY HAGAN RESEARCH UPDATE

Risk-on Remains Strong

Written by: Neil Leeson

Posted February 10, 2017

Risk-on remains in control. Global markets continue to improve and outperform domestic markets.


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Day Hagan Research Update: December 29, 2016

DAY HAGAN RESEARCH UPDATE

ETFs and Inflation Sensitivity

Written by: Neil Leeson

Posted January 20, 2017

Several measures suggest that we are due for a significant increase in inflation.


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Day Hagan Research Update: December 29, 2016

DAY HAGAN RESEARCH UPDATE

Indicators Fighting For Relevance

Written by: Neil Leeson

Posted January 13, 2017

Trend and breadth measures remain supportive of equities. However, the upside may be capped by valuation.


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Day Hagan Research Update: December 29, 2016

DAY HAGAN RESEARCH UPDATE

An Objective Approach To The Markets

Written by: Donald Hagan, CFA

Posted December 29, 2016

"It is not necessary to change. Survival is not mandatory." — W. Edwards Deming


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Day Hagan Research Update: December 21, 2016

DAY HAGAN RESEARCH UPDATE

Sentiment Starting To Reverse

Written by: Neil Leeson

Posted December 21, 2016

Overbought funds are consolidating in narrow ranges as sentiment starts to weaken.


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Day Hagan Research Update: December 16, 2016

DAY HAGAN RESEARCH UPDATE

Demand Fuels Euphoria

Written by: Neil Leeson

Posted December 16, 2016

Supply and demand measures suggest that there is more demand than there is supply of stock (i.e., more buyers than sellers).


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Day Hagan Research Update: December 15, 2016

DAY HAGAN RESEARCH UPDATE

How Do We Determine The Short-term Outlook?

Written by: Don Hagan, CFA

Posted December 15, 2016

A few of the main model and indicator inputs that we use to determine our Short-Term views on the U.S. equity markets.


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Day Hagan Research Update: December 8, 2016

DAY HAGAN RESEARCH UPDATE

Global Valuation Metrics Not Overdone

Written by: Neil Leeson

Posted December 8, 2016

Valuation measures may not be good timing indicators, but they are a good measure of upside/downside potential.


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Day Hagan Research Update: November 30, 2016

DAY HAGAN RESEARCH UPDATE

Dollar-denominated ETFs and Foreign Exchange Rates

Written by: Neil Leeson

Posted November 30, 2016

Watching the dollar for clues on where to invest. Money goes where it is treated best, and for now, the U.S. dollar is king.


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Day Hagan Research Update: November 23, 2016

DAY HAGAN RESEARCH UPDATE

ETFs With Fundamental Support

Written by: Neil Leeson

Posted November 23, 2016

Discretionary, Home Construction, Regional Banking and Tech-Software all have greater than 5% earnings and sales growth.


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Day Hagan Research Update: November 11, 2016

DAY HAGAN RESEARCH UPDATE

Upside Participation

Written by: Neil Leeson

Posted November 11, 2016

Several areas of the U.S. markets are at or threatening new highs.


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Day Hagan Research Update: November 10, 2016

DAY HAGAN RESEARCH UPDATE

Underweight Emotion, Overweight Statistics

Written by: Donald Hagan, CFA

Posted November 10, 2016

“Let me assert my firm belief that the only thing we have to fear is fear itself.” —Franklin D. Roosevelt


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Day Hagan Research Update: October 20, 2016

DAY HAGAN RESEARCH UPDATE

Cash Is A Defensive Asset Class

Written by: Donald Hagan, CFA

Posted October 20, 2016

The Day Hagan Tactical Dividend strategy continues to hold historically high level of cash. And there are reasons for it.


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Day Hagan Research Update: September 16, 2016

DAY HAGAN RESEARCH UPDATE

An Alternative Measure of Valuation

Written by: Regan Teague

Posted September 21, 2016

One measure of valuation shows the S&P 500 pricing in 3.5 percent earnings growth for the next 5 years.


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Day Hagan Research Update: September 16, 2016

DAY HAGAN RESEARCH UPDATE

Accommodation and Austerity

Written by: Donald Hagan, CFA

Posted September 16, 2016

Next Wednesday (the 21st), in the wee hours of the night, Japan’s central bank will announce its latest monetary policy views. Then, at 2:00am EST, the FOMC will tell us what they think....


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Day Hagan Research Update: June 29, 2016

DAY HAGAN RESEARCH UPDATE

Contrast

Written by: Donald Hagan, CFA

Posted August 16, 2016

A look at the perspectives of some very smart people who have completely opposite views on where the markets may head.


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Day Hagan Research Update: June 29, 2016

DAY HAGAN RESEARCH UPDATE

Investors Remain On Edge

Written by: Neil Leeson

Posted June 29, 2016

Approach this market from a tactical standpoint until we can break from a very broad and prolonged trading range.


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Day Hagan Research Update: June 17, 2016

DAY HAGAN RESEARCH UPDATE

Rent This Market, Don't Own It

Written by: Neil Leeson

Posted June 17, 2016

Buying and selling pressure can change without notice.


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Day Hagan Research Update, June 9, 2016

DAY HAGAN RESEARCH UPDATE

Bonds Have Outperformed Stocks...So Far.

Written by: Neil Leeson

Posted June 9, 2016

Bonds tell a different story than stocks. “Don’t fight the tape” remains prudent for longer-term allocation..


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Day Hagan Research Update, May 31, 2016

DAY HAGAN RESEARCH UPDATE

Simple Indicators Can Help Preserve Capital: A Picture Is Worth A Thousand Words

Written by: Neil Leeson

Posted May 31, 2016

Technical and momentum indicators may serve you well in the coming weeks.


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Day Hagan Research Update, May 20, 2016

DAY HAGAN RESEARCH UPDATE

Low Volatility Sector Allocation: What's In My ETF?

Written by: Neil Leeson

Posted May 20, 2016

Knowing what you own may help you sleep at night. Sector and stock exposure can change without notice.


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Day Hagan Research Update May 6, 2016

DAY HAGAN RESEARCH UPDATE

A Look At Trend, Breadth, And Momentum: Indicators Remain Mixed At Best

Written by: Neil Leeson

Posted May 6, 2016

The tape evidence continues to build a bullish case, despite valuations that may be stretched.


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Day Hagan Research Update May 6, 2016

DAY HAGAN RESEARCH UPDATE

High Hopes Based On The Dollar, Oil, and the Economy

Written by: Donald L. Hagan

Posted May 5, 2016

Balancing a slow-growth economy with high earnings growth expectations…


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iShares Barclays Aggregate vs. Volume

DAY HAGAN RESEARCH UPDATE

Fixed Income ETFs Off To The Races: Bond Funds For Income And Gains.

Written by: Neil Leeson

Posted April 28, 2016

Not all fixed income ETFs are created equal. Would it surprise you that inflation protected Treasuries (TIPs) are up 4.5% on the year?


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SPDR S&P 500 (SPY) vs. Volume

DAY HAGAN RESEARCH UPDATE

Longer-term Breadth Is Broad: Sector Participation a Good Sign.

Written by: Neil Leeson

Posted April 21, 2016

Bond investors may not believe the stock market hype.


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EWM Currency Exposure Indicator Index Thumbnail

DAY HAGAN RESEARCH UPDATE

Bond Yields Reflect A Slowing Economy: Bond Prices Keeping Pace With Equity Markets.

Written by: Neil Leeson

Posted April 15, 2016

Bond investors may not believe the stock market hype.


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EWM Currency Exposure Indicator Index Thumbnail

DAY HAGAN RESEARCH UPDATE

Overall Sector Participation Improving: Look for Currencies That Are Working For You.

Written by: Neil Leeson

Posted April 8, 2016

Several foreign market ETFs are reversing from oversold and cyclical bear markets.


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