Your Weekly Roadmap
Stocks Take a Breather
Good evening, The American Association of Individual Investors (AAII) survey showed sentiment flipping to net bullish this week – only mildly, but still putting an...
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The Other Side of the AI Trade
CHART OF THE DAY GOOD MORNING! The AI trade needs no introduction to followers of Fundstrat's work. In recent years, market observers have seen the...
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The H-1B Manufacturing Connection
CHART OF THE DAY GOOD MORNING! The Trump administration's decision to add a new $100,000 entry fee on H-1B visas took many companies (and foreign...
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Your Weekly Roadmap
Fed Cuts Reaffirm Stocks’ Extraordinary Climb To Records
Good evening, The long-awaited rate cut by the Federal Open Market Committee came to pass this week. Though widely anticipated, Fundstrat Head of Research Tom...
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Diamonds: Not Everybody's Best Friend
CHART OF THE DAY GOOD MORNING! When Anglo American and Canada's Teck Resources announced plans to merge recently, the immediate takeaway revolved around what could...
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The Disappearance of Fossil Fuels Might Be Further Away Than Some Had Thought
CHART OF THE DAY GOOD MORNING! Some readers might remember this: In the beginning of 2021, much of the world was still in lockdown as...
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