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Can AI Tame the Storm?
CHART OF THE DAY GOOD MORNING! The death toll from the floods in central Texas has risen to 111 (as of this writing), and our...
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First to Market
Of Carrots, Sticks, and BRICS
CHART OF THE DAY GOOD MORNING! President Donald Trump's Sunday evening threat of higher tariffs against countries he deems to be sympathetic to the "anti-American...
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FSI Sector Allocation
FSI Sector Allocation - July 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP The S&P 500 set fresh all-time highs on June 26, and...
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First to Market
The Sell-Out Routine
CHART OF THE DAY GOOD MORNING! President Donald Trump's second term was expected to ramp up dealmaking, with many hoping for increased M&A and IPO...
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Your Weekly Roadmap
Stock Market Bulls Charge, Emboldened After Blowout Jobs Report
Good evening, _Editors note: As markets are closed on Friday, we are publishing our note Thursday. We wish our readers a happy Independence Day. _ Wins...
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First to Market
The Fireworks Are Red, White, and… Chinese?
CHART OF THE DAY GOOD MORNING! Tomorrow, Americans all over the country will once again enjoy a loud Chinese tradition. We're talking, of course, about...
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