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January 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...

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...

2026 OUTLOOK (Lee): Wall of Skepticism + New Fed, S&P 500 Year-end 7,700

Video_: _Please tune into our 2026 Outlook webinar.  At the start of 2025, we said markets had two "puts" -- the Fed and the White...

Copper, Gold likely to stabilize & bounce; Big-Cap Tech turning higher

NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND IT’S LIKELY THAT SPX, QQQ, AND DJIA ALL MOVE BACK TO NEW ALL-TIME HIGHS BY THE END OF...

2026 Technical Outlook: Expecting a choppy but positive year of consolidation

REMINDER: My 2026 Technical Outlook is tomorrow (12/15) at 2:00 PM Est. Additionally, please find my Outlook Deck attached HERE. CONCLUSION: A VOLATILE YEAR BUT...

S&P 500 Benefits From Dovish Fed and Blockbuster Earnings From Meta, Apple 

Good evening,  A dovish stance from the Federal Reserve and blockbuster earnings from Meta Platforms and Apple helped the S&P 500 inch higher this week,...

Big Tech is Losing Its Breath Catching Up With Little Tech

CHART OF THE DAY GOOD MORNING! Earnings results from four of the Magnificent Seven last week showed that Big Tech stocks are trying their hardest...

Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman

Quantum stocks might be having their moment and investment-focused observers might view this as cutting edge. But just as AI has its academic roots in...

Partial Shutdown, Midterm Trends, Fed Chair

The U.S. government entered a partial shutdown at midnight on Friday when the Senate failed to approve the House-passed legislation designed to keep the government...

FOMC Holds Line, So Do Markets

As expected, the Federal Reserve on Jan. 28, 2026 maintained its benchmark policy rate at 3.50-3.75%. The decision was not unanimous, as two of the...

FS Insight 4Q25 Daily Earnings (EPS) Update – 02/02/2026

Video: Macro Minute: HBO documentary (airing tonight) claims to identify Satoshi. Still a "whipsaw" market but we expect investors to buy the dip, with 3Q24 EPS around the corner.

VIDEO: Be sure to tune into the HBO documentary Digital Money tonight at 9pm ET, where HBO claims to reveal the identity of Satoshi Nakamoto,...