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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First to Market
Peace of Mind Is Getting Pricier
CHART OF THE DAY GOOD MORNING! A rent freeze in New York City likely won’t work, but probably not for the reasons you think. We...

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First to Market
Provoking Europe to Fend For Itself
CHART OF THE DAY GOOD MORNING! Last week, NATO countries agreed to increase respective defense-spending levels to 5% of their respective GDPs by 2035. President...

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