In one of my recent articles based on the ISM reports, I used lagged linear regressions to derive at a group of stocks that should perform well in a variety of markets and especially well under rising ISM indexes (picking stocks based on the Read more about 17 Stock Picks Based on Michigan Inflation Expectation Index
Overall, the ISM reports brought in good but not great news; however they were overshadowed by the poor jobs report of last week. Read more about A Macro View: 9 + 17 Stocks for a Rising ISM Index