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We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: DELTA-PLUS SURGE NOT CREATING "DELTA" IN OUR BASE CASE _US DAILY...
Technical Strategy Video (Recorded Wednesday, October 27th): Key Takeaways Stalling out for market has given way to minor consolidation, while Technology and Growth trade outperform...
Key Takeaways S&P 500 closed at 4,544.90 up from 4,471.37 last week. The last 10 days have marked the best reaction to earnings of S&P...
As we get ready to begin the 3Q21 earnings season, investors seem to be agitating over several issues that are the foundation for a formidable...
KEY TAKEAWAYS: * Our Factor Investing Model will be based on 5 common factors (value, quality, low volatility, momentum and size). During 3Q 2021, momentum...
We have updated our Granny Shots portfolio for the third quarter. There have been nine stocks removed from the list and there have been thirteen...
An abbreviated version of this list was published in the FIRST WORD dated May 18th, 2020. We’ve republished the complete list here in order to...
126 STOCKS THAT BENEFIT FROM “VIOLENCE IN CITIES” We have put together a list of 126 companies (117 of them with market cap > $100...
Key Takeaways Alblemarle ($ALB) is the dominant player in lithium mining and extraction and has some of the most valuable and economic lithium reserves in...
Bottom line: There is a high likelihood that we are within 5-10bps for the low in 10-yr Treasury yields for now and the peak in...
Key Takeaways Democrats appear to be closing in on deal that will include a $2T Build Back Better (BBB) proposal, and secure passage of $1T...
As the complexity of the ongoing legislative negotiations continue, the chances for Lael Brainerd ascending to Powell’s chairmanship is probably rising. We think the Biden...
Brian Rauscher answers the top 3 questions asked by you, our FSInsight Community! Should extra cash be deployed now towards OW sectors / stocks, or...
Labor cost is a key question, but 6 supply reasons we see as transitoryThe focus of this note is primarily focused on the shortage of...