Ticker Appearances
First Word
"Iffy" October behind us. But election uncertainty likely weighs on much of November.
VIDEO: It is clear that the winner of the 2024 Presidential election will not be decided on 11/5 evening, but could be a drawn out...
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Daily Technical Strategy
Expecting temporary bottom & push back to new highs on Tech strength
EQUITY TRENDS REMAIN BULLISH BUT FRAGILE AS WE REACH THE END OF OCTOBER. STOCKS, TREASURY YIELDS, AND THE US DOLLAR LOOK TO ALL BE CLOSE...
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First Word
October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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First Word
Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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First Word
October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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First Word
Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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First Word
"Iffy" October behind us. But election uncertainty likely weighs on much of November.
VIDEO: It is clear that the winner of the 2024 Presidential election will not be decided on 11/5 evening, but could be a drawn out...
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Daily Technical Strategy
Expecting temporary bottom & push back to new highs on Tech strength
EQUITY TRENDS REMAIN BULLISH BUT FRAGILE AS WE REACH THE END OF OCTOBER. STOCKS, TREASURY YIELDS, AND THE US DOLLAR LOOK TO ALL BE CLOSE...
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First Word
October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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First Word
Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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First Word
October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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First Word
Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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Daily Technical Strategy
Expecting temporary bottom & push back to new highs on Tech strength
EQUITY TRENDS REMAIN BULLISH BUT FRAGILE AS WE REACH THE END OF OCTOBER. STOCKS, TREASURY YIELDS, AND THE US DOLLAR LOOK TO ALL BE CLOSE...
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Daily Technical Strategy
NVDA Technicals & Cycles- Push back to new highs looks likely
THE RECENT STALLING OUT IN MOST US EQUITY INDICES OVER THE LAST WEEK HASN’T TAKEN AWAY FROM THE APPEAL OF THE CURRENT RALLY FROM EARLY...
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Daily Technical Strategy
AAPL behavior gives confidence ahead of this week’s CPI print
EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME WITHIN STRIKING DISTANCE OF LATE MARCH PEAKS. SPX HAS NEARLY RECAPTURED ALL OF THE PERIOD OF WEAKNESS...
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