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noninstitutional

30 Mar: WTI/DXY Ratio

WTI:DXY comparison chart is one of my favorite macro crude oil charts to look at because it provides a true GLOBAL price of oil adjusted to an entire basket of currencies, not just USD itself.  Once we take a look at the chart above we see just how RARE this drop is on a relative basis.  To put it in perspective, the WTI during $147 peak was 205% the DXY, and now it is just 12%!! (8% at the lows if you count that)…. needless to say this is a generational low.  the bigger issue is its running out of downside room so the bottom is approaching soon…

30 Mar: XLU

XLU utilities sector is a low volatility and relatively high distribution yields, is useful for establishing low risk equity exposure or for enhancing the current returns generated by the equity side of a portfolio. XLU is probably most appealing to those implementing a sector rotation strategy or looking to establish a tactical tilt towards this low beta sector of the U.S. market. Those building a long-term, buy-and-hold portfolio will likely achieve utilities exposure through broad-based equity funds

30 Mar: XLRE

XLRE tracks a market cap-weighted index of REITs and real estate stocks, excluding mortgage REITs, from the S&P 500. XLRE represents the new real estate sector concentrated portfolio of mostly large-caps . XLF provided roughly $3B in AUM in the form of REITs to XLRE in return for its shares, which were then distributed to XLF shareholders, thus providing a massive boost to XLRE’s AUM.

25 Mar: LULU

Lululemon athletica, Inc. engages in the designing, distributing and retail of athletic apparel and accessories. It company operates through the following business segments: Company-Operated Stores, Direct to Consumer. The Company-Operated Stores segment comprises of lululemon and ivivva brands; and specialize in athletic wear for female youth. The Direct to Consumer segment is involved in e-commerce business. The company was founded by Dennis J. Wilson in 1998 and is headquartered in Vancouver, Canada.

25 Mar: LMT

Lockheed Martin Corp. (LMT) is a global security and aerospace company engaged in research, design, development, manufacturing, integration and sustainment of advanced technology systems, products and services. The company also provides management, engineering, cybersecurity, and a range of other services. It operates through four main business segments: Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space.