Sabrient Blog - Stories Contributed
Sector Detector: A pivot to strategic deglobalization, affordable energy, and a robust private sector
Financial Markets | Jun 09 2025 14:0312
Inflation continues to decline, as I have been arguing it would
Financial Markets | May 15 2025 19:039
Sector Detector: Cutting through the noise, earnings and liquidity will drive the stock market
Financial Markets | May 06 2025 15:0314
Sector Detector: My take on the new tariff regimen and the gift of lower asset prices
Financial Markets | Apr 08 2025 13:0313
Sector Detector: The anticipated market correction arrives; time to prepare your buy list
Financial Markets | Mar 13 2025 13:0320
Sector Detector: Investors weigh US policy uncertainty versus high valuations and low risk premia
Financial Markets | Feb 12 2025 16:028
Sector Detector: Investors enter a transitional year with a mix of hope, angst, and optimism
Financial Markets | Jan 15 2025 16:0212
Navigating Wall Street with Sabrient's Scott Martindale: Insights on a Trump 2.0 Presidency
Financial Markets | Jan 07 2025 12:0323
Video overview of next-gen Sabrient Scorecards
Financial Markets | Dec 18 2024 16:0910
Sector Detector: A 3-pronged approach to boost the economy and roll back debt under Trump 2.0
Financial Markets | Dec 10 2024 14:0911
November video update on the economy, markets, and Sabrient
Financial Markets | Nov 25 2024 14:0812
Sector Detector: While stocks enjoy a post-election rally, the economy and jobs stare into the abyss
Financial Markets | Nov 11 2024 18:0811
Investing proverbs to live by (or at least take under advisement)
Financial Markets | Oct 31 2024 15:0819
Sector Detector: Is the September surge in jobs and consumer spending reality or more manipulation?
Financial Markets | Oct 09 2024 14:0716
Scott Martindale's appearance on MoneyLife podcast
Financial Markets | Sep 13 2024 13:258
As inflation, GDP, and jobs growth wane, the Fed should cut 50 bps
Financial Markets | Sep 09 2024 18:0713
Sector Detector: Summer selloff arrives, but is it the start of a bear market or a buying opportunity?
Financial Markets | Aug 12 2024 10:0513
Sector Detector: Inflation and the economy slow, real rates rise, and the Fed is behind the curve
Financial Markets | Jul 08 2024 14:0513
Sector Detector: Tech looks bulletproof despite high valuations and narrow market leadership
Financial Markets | Jun 17 2024 18:0414
Sector Detector: The Fed faces conflicting signals from inflation, jobs growth, GDP, and forex
Financial Markets | May 09 2024 18:0311
Sector Detector: Investors revel in a Goldilocks outlook on economy, earnings, and Fed policy
Financial Markets | Apr 08 2024 13:0227
Sector Detector: The stock market rally seems overdone
Financial Markets | Mar 05 2024 14:0220
Sector Detector: Key inflation metrics should signal ‘mission accomplished’ to the FOMC
Financial Markets | Jan 30 2024 17:0011
Sector Detector: Expect heightened volatility but solid gains for stocks in a tumultuous election year
Financial Markets | Jan 09 2024 19:004
Sector Detector: Ducks are lining up for FOMC restraint and continued market strength
Financial Markets | Dec 06 2023 16:014
Sector Detector: Could a Fed policy pivot come sooner than expected?
Financial Markets | Nov 06 2023 17:0313
Sector Detector: Falling core inflation, solid earnings, and favorable seasonality suggest upside for stocks
Financial Markets | Oct 02 2023 18:0210
Sector Detector: All eyes on the Fed as inflation metrics give mixed signals
Financial Markets | Sep 19 2023 14:029
Sector Detector: Stocks face a crossroads in balancing valuations, earnings, inflation, interest rates, and China
Financial Markets | Sep 01 2023 14:0211
Sector Detector: Valuation divergence suggests rotation to small-mid caps, value, and dividend payers
Financial Markets | Aug 03 2023 10:034
Sector Detector: Improving market breadth, AI frenzy, and a Fed pause
Financial Markets | Jun 27 2023 20:029
Shifting gears: 10 tips for career success for new grads and young professionals
Financial Markets | Jun 12 2023 20:0314
Sector Detector: Fed’s singular focus on inflation is creating undue fallout
Financial Markets | May 15 2023 20:0210
Earnings Quality Rank (version 2) leads new lineup of alpha factors
Financial Markets | May 03 2023 16:028
Video Overview of New Q2 2023 Baker's Dozen Portfolio
Financial Markets | Apr 25 2023 14:036
Sector Detector: Stocks flounder despite inflation downtrend as banking crisis emerges, but outlook remains encouraging
Financial Markets | Mar 16 2023 14:039
Video Overview of New Q1 2023 Baker's Dozen Portfolio
Financial Markets | Feb 01 2023 16:027
Sector Detector: Uncertainties on Fed policy, geopolitics, and earnings cloud 2023 outlook, but trends are promising
Financial Markets | Jan 17 2023 14:028
Sector Detector: Prognosis for inflation, Fed policy, and the 60/40 portfolio
Financial Markets | Nov 17 2022 10:025
Video Overview of New Sabrient Portfolios
Financial Markets | Oct 25 2022 15:024
Sector Detector: CPI disappoints, but there is hope ahead
Financial Markets | Oct 17 2022 15:025
Signs that inflation may be waning
Financial Markets | Aug 28 2022 14:0173
It all rides on inflation and the Fed, but signals are looking bullish
Financial Markets | Aug 23 2022 11:0321
Video Overview of New Sabrient Portfolios
Financial Markets | Aug 01 2022 16:0313
Sector Detector: Investors await bullish catalysts as inflation, interest rates, and money supply growth show signs of topping
Financial Markets | Jun 29 2022 15:0312
Sector Detector: Convergence of negative events depresses sentiment and valuations but provides new buying opportunity
Financial Markets | May 16 2022 13:0310
Shifting gears: 7 tips for success for new grads and young professionals
Financial Markets | May 02 2022 18:0314
Despite uncertainties from war, oil, inflation, and interest rates, have stocks put in a bottom?
Financial Markets | Mar 28 2022 16:038
Gradient Insights: Some thoughts regarding the SEC’s proposed short selling rule
Financial Markets | Feb 28 2022 16:0311
Rising inflation casts pall over the market, but quality and value provide new opportunities
Financial Markets | Feb 15 2022 11:0312
Gradient Insights: Revised accounting standards can impact investor analysis
Financial Markets | Jan 31 2022 10:019
Video introduction to Q1 2022 Baker’s Dozen
Financial Markets | Jan 24 2022 14:039
Volatility returns as new challenges emerge; so quality is the focus for equity investors in 2022
Financial Markets | Dec 13 2021 16:0310
Entering Q4 with mix of optimism and caution suggests hedged long positioning
Financial Markets | Dec 13 2021 16:0313
Sector Detector: Entering Q4 with mix of optimism and caution suggests hedged long positioning
Financial Markets | Oct 18 2021 15:035
Sector Detector: Blowout earnings, low interest rates, and dovish Fed, but have stocks hit a peak?
Financial Markets | Sep 08 2021 16:038
Sector Detector: Anticipating a robust Q2 earnings season – and launch of Q3 2021 Baker’s Dozen
Financial Markets | Jul 19 2021 13:0110
Video preview of Q3 2021 Baker’s Dozen
Financial Markets | Jul 15 2021 17:0310
Gradient Insights: How to discern earnings quality amid wide use of non-GAAP charges
Financial Markets | Jul 01 2021 03:0313
Sector Detector: Earnings momentum trumps overblown worries about inflation and valuations
Financial Markets | Jun 03 2021 11:0310
Sector Detector: Strong earnings growth is expected...and crucial to justifying equity valuations
Financial Markets | Apr 15 2021 00:2513
Sector Detector: Strong earnings growth is expected...and critical to justifying equity valuations
Financial Markets | Apr 14 2021 22:037
Sector Detector: Preparing for reflation, expansionary economy, and commodity supercycle
Financial Markets | Mar 12 2021 11:0311
Gradient Insights: 10 Industries in Secular Decline
Financial Markets | Feb 22 2021 16:0314
Sector Detector: Vaccines and massive stimulus fuel 2021 optimism; plus Baker’s Dozen long-term performance update
Financial Markets | Jan 25 2021 17:246
Gradient Insights: SPACs create new opportunities, but accounting tells help decipher quality
Financial Markets | Dec 15 2020 15:096
Sector Detector: Positioning for a strong 2021 and better times ahead
Financial Markets | Dec 14 2020 18:038
SPACs create new opportunities, but accounting tells help decipher quality
Financial Markets | Nov 19 2020 18:036
Gradient Insights: Is COVID-driven demand anomalous or sustainable?
Financial Markets | Nov 06 2020 09:033
Gradient Insights: Determining if SaaS migration to subscription model disguises fundamental headwinds
Financial Markets | Nov 06 2020 09:038
Sector Detector: Investors pray for quick resolution to election and lockdowns; Value/cyclicals poised to benefit most
Financial Markets | Nov 02 2020 15:454
Determining if SaaS migration to subscription model disguises fundamental headwinds
Financial Markets | Oct 22 2020 18:036
Sector Detector: Tech leadership and passive indexing show signs of rotation into value factor and active selection
Financial Markets | Sep 22 2020 10:455
Sector Detector: Gold, bitcoin, and mega-cap Tech make unlikely bedfellows
Financial Markets | Aug 03 2020 11:0416
Investing Abroad: Challenges of Evaluating Accounting under IFRS vs. US GAAP
Financial Markets | Jul 23 2020 10:053
Video Introduction to new Q3 Baker’s Dozen, with David Brown
Financial Markets | Jul 21 2020 13:467
How forensic accounting analysis can uncover stocks with elevated risk
Financial Markets | Jul 15 2020 12:255
Sector Detector: Investors whistle past the graveyard as valuation multiples surge
Financial Markets | Jun 18 2020 18:4611
Acquisition accounting can temporarily mask financial weakness
Financial Markets | May 30 2020 16:466
Sector Detector: Investing in the “new normal” economy and stock market
Financial Markets | May 12 2020 15:2513
GAAP vs non-GAAP: Which is the better measure of sustainable earnings?
Financial Markets | Apr 26 2020 20:047
Sector Detector: COVID-19 flattening and new stimulus lead to stock market surge – New bull market?
Financial Markets | Apr 10 2020 12:046
New reporting requirements give public companies fresh opportunities to fool investors
Financial Markets | Mar 26 2020 15:485
Sector Detector: Investors get a second-chance entry point, courtesy of coronavirus, algo traders, and Bernie
Financial Markets | Mar 02 2020 10:257
Forensic accounting is not just for shorts! How to identify strong earnings quality to confirm long stock selections
Financial Markets | Feb 27 2020 18:463
Sector Detector: Big hopes for 2020 ride on earnings growth and capex revival
Financial Markets | Jan 21 2020 16:485
How to identify short candidates through anomalous insider selling activity
Financial Markets | Jan 07 2020 17:474
Sector Detector: Stellar year for stocks now suggests strong follow-through in 2020
Financial Markets | Dec 13 2019 09:049
Kraft Heinz: A Case Study of Soft Asset Write-Downs
Financial Markets | Dec 04 2019 19:476
Sector Detector: The ducks continue to line up positively for equities
Financial Markets | Nov 12 2019 13:4624
Aggressive accounting of restructuring costs and other non-GAAP adjustments: Where is the SEC?
Financial Markets | Oct 25 2019 18:465
Sector Detector: Stocks are itching for year-end breakout rally, but who will lead it?
Financial Markets | Oct 16 2019 14:477
Sector Detector: Stocks take a bullish rotation into neglected market segments, but will it last?
Financial Markets | Sep 15 2019 21:25423
Sector Detector: Strong July gives way to volatile August as trade war escalates
Financial Markets | Aug 07 2019 12:049
Sector Detector: Defensive sectors have led indexes to new highs, but cyclicals are perking up
Financial Markets | Jul 12 2019 10:256
Buybacks: More Nuanced Than the Media Narrative Suggests
Financial Markets | Jul 02 2019 00:466
Sector Detector: Stocks regain their footing after trade negotiations stumble
Financial Markets | Jun 10 2019 15:258
Sector Detector: Anticipation builds for US/China trade agreement amid encouraging earnings beats
Financial Markets | May 02 2019 09:466
Sector Detector: Stellar Q1 performance confronts a brief yield curve inversion
Financial Markets | Apr 02 2019 18:265
Sector Detector: Fundamentals suggest impressive risk-on recovery will continue
Financial Markets | Mar 05 2019 07:253
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