TREND BULLISH - EXPECT RALLY UP TO SPX 4325 BEFORE POSSIBLE MINOR STALLOUT. PULLBACKS SHOULD BE BUYABLE WHEN THEY OCCUR FOR ADDITIONAL STRENGTH IN JUNE....

Wed June 7

- Financials and Energy strength are encouraging for SPX rally

Tue June 6

- Biotechnology starting to lead within Healthcare

Mon June 5

- Equal-weighted SPX breakout looks bullish for broader market recovery

Your Weekly Roadmap

Fri June 2

Stocks Continue Climb Above 4,200

“Software is eating the world, but AI is going to eat software.” ~ Nvidia CEO Jensen Huang, 2017 Good evening: At the start of the...

Fri May 26

- Nasdaq Posts 5th Straight Week of Gains

Fri May 19

- S&P 500 Hits 2023 High

Fri May 12

- Stocks Continue Sideways Trade

FSI Sector Allocation

Thu June 8

June Outlook 2023

The equity markets continue to be quite fractured, with larger-cap Tech/AI-related in one bucket and dominating weighted indexes like SPX and NDX, and broader-based and...

Thu May 4

- May Outlook 2023

Mon April 10

- April Outlook 2023

Fri February 10

- 2023 February FSI Sector Outlook

Granny Shots

First Word

Wed October 19, 2022

Updating "Granny shots": +9 additions, -5 deletions

Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative...

Fri September 2, 2022

- Best bets in 2022 - Week 35

Fri August 26, 2022

- Best bets in 2022 - Week 34

Fri August 19, 2022

- Best bets in 2022 - Week 33

Brian's Dunks

Mon May 1

April 2023 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing...

Thu March 23

- March 2023 Dunks Update

Sat January 28

- January 2023 Dunks Update

Thu December 29, 2022

- December Dunks Update

Portfolio Strategy

Global Portfolio Strategy

Tue December 27, 2022

What Our Clients Are Talking About Behind the Scenes

Well, Santa certainly doesn't appear to be making an appearance this year. Maybe Rudolph's nose, which normally lights his path, wasn't working, or Santa's sleigh...

Wed June 15, 2022

- Fed Meeting Does Not Change Outlook — Fade Any Rally

Fri June 10, 2022

- My Earnings Work Continues To Show Deterioration, CPI Puts Water on Dovish Fed Pivot

Fri June 3, 2022

- My Work Suggests More Downside Ahead

Wall Street Whispers

Tue June 6

Divergences May Persist

The S&P 500 continues its ongoing rally and is approaching 4300, which is its highest level since 8/17/22. The bulls off of the October low...

Wed May 24

- Headwinds Remain — Expect Challenging 2H23

Tue May 16

- Risk Remains in Rangebound Market

Wed April 26

- Tactical Tools Flip to Unfavorable While Remaining Medium-Term Bearish

Alpha City

Fri July 22, 2022

My Work Shows Choppy Seas Ahead For Equities

After equity market strength through Thursday, Friday saw some weakness as earnings and growth fears once again resurfaced. The earnings season has thus far been...

Fri July 15, 2022

- Earnings Pain And More Downside Likely Ahead

Thu July 14, 2022

- Sector Analysis Tutorial: Brian Rauscher’s Proprietary 8-Panel Analysis

Fri July 1, 2022

- My Work Suggests 3600-3500 As Next Key Range

Signal From Noise

Thu June 1

Not Just Post-Millennials: Opportunities from the Ascent of Generation Z

We are coming up on the tail end of another graduation season, with another set of young adults going into the world – to strive...

Thu May 18

- The Joys of Compounding: Reflections on Life and Learning for All Investors

Thu May 4

- Investing in the Finer Things in Life: Opportunities in the Luxury Segment

Thu April 20

- Lessons From Warren Buffett, with Robert Hagstrom

US Policy

US Policy

Mon June 5

Debt Ceiling story and what’s next

On Saturday President Biden signed the legislation that was negotiated between the President and Speaker McCarthy. The debt/budget deal was passed in time to avoid...

Fri June 2

- Congress Acts on Debt Ceiling

Tue May 30

- Debt ceiling deal goes to Congress

Fri May 26

- Debt Ceiling Talks Continue

Fed Watch

Thu May 4

A 25 bp Rate Hike, but Will It Be the Last One?

The members of the FOMC voted on Wednesday, May 3 announced it would raise rates by +25 bp, as most on the Street predicted. The...

Thu November 3, 2022

- What Does The Fed’s November Hike Mean For Markets?

Thu September 22, 2022

- What Does September’s Rate Hike and Dot Plot Mean For Markets?

Fri September 2, 2022

- The Smoke Clears After Jackson Hole, Jobs Report Encouraging

Earnings Daily

Fri May 26

FS Insight 1Q23 Daily Earnings Update - 5/26/2023

15 companies are reporting this week.Of the 484 companies that have reported so far (97% of the S&P 500):Overall, 77% are beating estimates, and those...

Thu May 25

- FS Insight 1Q23 Daily Earnings Update - 5/25/2023

Wed May 24

- FS Insight 1Q23 Daily Earnings Update - 5/24/2023

Tue May 23

- FS Insight 1Q23 Daily Earnings Update - 5/23/2023

Macro Videos

Fri April 22, 2022

MoneyShow Virtual Expo with Raoul Pal & Tom Lee

Why the Wall of Worry Hitting Markets Doesn't Mean a Bear Market Is Starting & Best Strategies to Navigate MoneyShow Virtual Expo: April 19-21, 2022...

Mon April 11, 2022

- Tom Lee: The Fed may not have to do nine hikes this year

Thu April 7, 2022

- Tom Lee On BTC and the Beef Trade

Thu February 17, 2022

- NewEdge Wealth | 2022 Market Outlook with Tom Lee and Rob Sechan

Tom Lee's Equity Strategy

Fri September 2, 2022

ISM prices decline points to future steep fall in PPI (like a rock). Remote-work creating same job posting in multiple cities (overstating tightness?) 2H rally thesis strained but still intact

There is a lot of trepidation about markets in September. The seasonals worry investors (one of the toughest months), coupled with midterm election uncertainties (not...

Fri August 19, 2022

- With housing weakening, investors bringing out their “2008 hammers” again. Cognitive bias in full force. 2H rally intact.

Fri August 12, 2022

- Inflation showing decisive “break” in pattern. Rally strengthening = focus on lower quality. 6 names. 2H rally intact.

Fri August 5, 2022