First Word
Stocks to rally post-FOMC Wed. Rising chances of US involvement trigger risk-off, but high-yield and VIX suggest mild risks for stocks.
VIDEO: While Fed is not expected to cut Wed, we expect markets to rally given our view Fed has to acknowledge inflation is falling short of...
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First Word
A Full List of Tom Lee's Washed-Out Stocks
Fundstrat Head of Research Tom Lee has mentioned washed-out stocks many a times this year, after the painful drawdown of 2025 created fresh attractive investment...
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First Word
Plurality of investors still cautious. May Core CPI Wed, and shelter will be key.
VIDEO: May Core CPI Wed and we think the key to watch is housing costs, which have been 55% of total rise in inflation since...
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First Word
Feud between Trump/Musk trigger mild de-risking but we view as transitory. Similarly, the sell-off in Tesla $TSLA is overdone.
VIDEO: The dispute escalated quickly between Trump and Musk. We discuss why the book "The Hypomanic Edge" explains a lot of what we are seeing....
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First Word
On a "quiet" macro week, equities rise... further evidence investors under-exposed. Is the next move a melt-up rally?
VIDEO: The fact that stocks continue to rally on “quiet” macro is really telling. And evidence that more investors are cautiously positioned or even outright...
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First Word
5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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Featured Research
Washed Out Stocks
