Your Weekly Roadmap
Stocks’ Meteoric Rally Extends Into the Final Quarter of the Year
Good evening, The third quarter ended on Tuesday with the S&P 500 having hit 23 records as it climbed 7.8%. The broad-based index then proceeded...
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First to Market
The First Big Private Market Bombs Just Went Off
CHART OF THE DAY GOOD MORNING! The bankruptcy of privately held First Brands, an Ohio-based supplier of after-market automotive parts, adds to troubling concerns about...
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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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First to Market
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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