Valens Equity Weekly Insights and Inflections for April 13, 2021
Company Specific Highlights & Insights:
ALSN, AMAT, BERY, BSX, G, INCY, INTZ, KAR, LFUS, MAS, MPWR, NCR, POST, SABR, SKX, SNA, UBER, VRSK, WDAY, X
Aggregate ECF™ Trend Analysis:
Management confidence showed a robust recovery in May through July after the pandemic-driven drop in management confidence earlier in 2020. The “green shoots” in May through July did moderate some through Q3, and are now only at more average levels, signaling a more neutral view about investing when fundamentals normalize.