Archive - Equity & Portfolio Strategy of KnowHow Capital

NOW LIVE: KnowHow Capital Portfolio

KnowHow Capital Portfolio Update

Jul 1, 2021 •

KnowHow Capital

June 2021

M&A set to continue; stocks that could benefit

M&A activity is running hot and with substantial amounts of competing capital, we expect the trend to remain for a while yet. Our M&A screen looks for…

Jun 30, 2021 •

KnowHow Capital

Equity Market Indicators: May-21

Equities have continued to push higher through May with growth stocks also joining the rally in recent weeks. We remain positive but are mindful that…

Jun 2, 2021 •

KnowHow Capital

May 2021

Stocks most exposed to a retail unwind

Our proprietary screen looks at the 100 stocks that are most exposed to a retail investor unwind. We look at Liquidity, Valuation and Noise to build a…

May 18, 2021 •

KnowHow Capital

March 2021

Understanding Market Sentiment Indicators

Increasing volatility and market regime shift requires investors to monitor sentiment more closely

Mar 30, 2021 •

KnowHow Capital

Defining the current investing paradigm for equities

Transitory inflation will still lead to volatility through 2021

Mar 22, 2021 •

KnowHow Capital

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts