Market Intelligence
- First to Market
- FSI Snapshot
Is the Worst Over?
AFTER THE FEDERAL OPEN MARKET COMMITTEE meeting on Wednesday, July 31, we had expected markets to rally. Instead, they GOT BLUDGEONED OVER THE NEXT THREE TRADING DAYS. As followers of our work will recall, the SELLOFF WAS LARGELY TRIGGERED BY A SOFT JOBS REPORT released on August 2 that sparked...
- Your Weekly Roadmap
Worst Likely Over, but Potential Choppiness Ahead
Good evening, After the Federal Open Market Committee meeting on Wednesday, July 31, we had expected markets to rally. Instead, they got bludgeoned over the next three trading days. It was an inauspicious start to August, already associated with historical/seasonal challenges (in non-bear markets since 1950, markets have ended August...
Earnings Daily
Signal From Noise
Do the Olympics Help Corporate Sponsors Reach the Podium?
The Games of the XXXIII Olympiad are approaching, with opening ceremonies scheduled for July 26, 2024. Paris will become only the second city to host...
First to Market
All Part of the Plan?
A daily market update from FS Insight — what you need to know ahead of opening bell Today's First To Market was published with a...
- FSI Snapshot
What Nvidia Results Mean for Stocks
Fundstrat Head of Research TOM LEE'S MANTRA OF LATE – “JUST GET THROUGH AUGUST” – HAS BORNE FRUIT. MUCH OF THE LAST WEEK OF THE LAST MONTH OF SUMMER WAS DOMINATED BY expectations, and then digestion of, earnings from NVIDIA, the poster child for the popularity and power of AI....
FSI Snapshot
Why Nvidia Could Lift Other Stocks
NVIDIA ($NVDA) SOARED LAST WEEK after once again reporting STELLAR QUARTERLY RESULTS and releasing EBULLIENT GUIDANCE. The stock HAD BEEN CONSOLIDATING since February BEFORE LAST...
First to Market
Heterodoxy Contrite
A daily market update from FS Insight — what you need to know ahead of opening bell "To err is human, but contrition felt for...
Earnings Daily
First to Market
Contrarian Utilitarian
A daily market update from FS Insight — what you need to know ahead of opening bell "Many [doctors] end up dropping out because of...