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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: 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,...

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...

Breakout in QQQ is bullish, but Consumer Staples also breaking out

NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND BOTH SPX AND QQQ PUSHED BACK TO NEW ALL-TIME HIGHS ON TUESDAY. THE “MAG 7” SLUMP LOOKS TO BE...

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...

Stock-Market Advances Barely Interrupted by Greenland and Japanese Bond Market 

Good evening,  The trading week was shortened due to Monday's observance of Martin Luther King Jr. Day, but it sure didn't feel like it, with...

Bond Voyage – Corporate Debt Signals Two Possible Paths Ahead

CHART OF THE DAY GOOD MORNING! Last week, my colleague Hardika Singh wrote about the recent surge in investor demand for corporate bonds citing it...

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...

Shutdown Deadline Looms, Fed Decision Week  

This Friday is the deadline for Congress to pass the budgets for the current fiscal year if another government shutdown is to be avoided.  Unlike the...

The Cut, The Dots, and the Chair: Why 2026 Looks Different

The Federal Reserve lowered its benchmark interest rate by 25 basis points today, the third cut of the year and an outcome that carried over...

FS Insight 4Q25 Daily Earnings (EPS) Update – 01/28/2026

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,...