First Word
February 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 65 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Visitor: 37f1aa-5dec38-998328-726f21-50ff5c Array ( [cookie] => 37f1aa-5dec38-998328-726f21-50ff5c [current_usage] => 65 [max_usage] => 2 [current_usage_crypto] => 7 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.132 )
Macro Minute Video
Video: Macro Minute: February 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
Video_: _We discuss how precious metal prices rising is arguably a bad thing for stocks and crypto. The decline in software stocks is a sign...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 65 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Visitor: 37f1aa-5dec38-998328-726f21-50ff5c Array ( [cookie] => 37f1aa-5dec38-998328-726f21-50ff5c [current_usage] => 65 [max_usage] => 2 [current_usage_crypto] => 7 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.132 )
Macro Minute Video
Video: Macro Minute: January barometer points to upside to our YE 7,700 target. Silver and gold volatile moves triggering spillover into other markets.
Video_: _We continue to expect a 3 phase market in 2026. A rally peaking around 7,300. And a drawdown that feels like a bear market. ...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 65 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Visitor: 37f1aa-5dec38-998328-726f21-50ff5c Array ( [cookie] => 37f1aa-5dec38-998328-726f21-50ff5c [current_usage] => 65 [max_usage] => 2 [current_usage_crypto] => 7 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.132 )
Macro Minute Video
Video: Macro Minute: FOMC rate decision "no cut" as expected. But Fed is incrementally dovish as they see narrowing risks and 2 dissenters for a cut
Video_: _The Fed is taking an incremental step to be dovish and this is evidenced by Powell further reducing the risk of inflation. Moreover, overall...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 65 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Visitor: 37f1aa-5dec38-998328-726f21-50ff5c Array ( [cookie] => 37f1aa-5dec38-998328-726f21-50ff5c [current_usage] => 65 [max_usage] => 2 [current_usage_crypto] => 7 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.132 )
Macro Minute Video
Video: Macro Minute: Health insurers hit as Washington continues to pick winners and losers. Fed day is Wed
Video_: _Wed is FOMC rate decision day and we expect the overall message to be dovish. This does not mean the Fed will cut rates,...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 65 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Visitor: 37f1aa-5dec38-998328-726f21-50ff5c Array ( [cookie] => 37f1aa-5dec38-998328-726f21-50ff5c [current_usage] => 65 [max_usage] => 2 [current_usage_crypto] => 7 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.132 )
Appearances
Webinar
Macro Minute Video
Video: Macro Minute: Nov Core PCE details show softer inflation than +0.16% MoM and easier comps mean Core PCE YoY could fall 50bp in the next 3 months
Video_: _We discuss how the details of Nov Core PCE were encouraging. Hospitals and Financial services represented half of the +0.16% MoM rise. Financial services...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 65 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Visitor: 37f1aa-5dec38-998328-726f21-50ff5c Array ( [cookie] => 37f1aa-5dec38-998328-726f21-50ff5c [current_usage] => 65 [max_usage] => 2 [current_usage_crypto] => 7 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.132 )
Macro Minute Video
Video: Macro Minute: Greenland standoff de-escalates = good as VIX and MOVE Index fall. Nov Core PCE out Thu am and will likely support further Fed cuts
Video_: _The Greenland situation quickly de-escalated, which is a good thing. And as we look at the remainder of the week, there are some key...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 65 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Visitor: 37f1aa-5dec38-998328-726f21-50ff5c Array ( [cookie] => 37f1aa-5dec38-998328-726f21-50ff5c [current_usage] => 65 [max_usage] => 2 [current_usage_crypto] => 7 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.132 )
Articles Read 2/2
🎁 Unlock 1 extra article by joining our Community!
You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
Already have an account? Sign In 37f1aa-5dec38-998328-726f21-50ff5c
