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Macro Research
Latest Updates
8 hours ago
FSI Blast
Jul 14
COVID-19 UPDATE: Deaths still defying a surge. F-CAT daily cases +27k, down -6.8K from 1D ago. Granny Shot re-balance. +7 names. +1,880bp outperformance in 1H2020.
1 day ago
FSI Blast
Jul 13
COVID-19 UPDATE: Weekend takeaway --> "it could have been worse" = "half-full" and positivity rate is plateauing
3 days ago
Tom Lee's Equity Strategy
Jul 10
Daily Cases Surge; Still Good Risk/Reward in the Epicenter
Your Weekly Roadmap
Mar 13
US Stocks Fall Sharply in Volatile Bear Market Trading
Your Weekly Roadmap
3 days ago
Stocks Rise 1.8%; 2Q EPS Season Kicks Off, 43% Drop Seen
Your Weekly Roadmap
Jul 2
Stocks Jump 4% on Better Than Expected June Jobs Numbers
Your Weekly Roadmap
Jun 26
Stocks Drop Almost 3% on Worsening COVID19 Case Data
Tom Lee's Equity Strategy
Mar 13
Bear Arrives; Markets Want to See U.S COVID-19 Case Peak
Tom Lee's Equity Strategy
3 days ago
Daily Cases Surge; Still Good Risk/Reward in the Epicenter
Tom Lee's Equity Strategy
Jul 2
Health, Economic Data Point to Better 2H20 for Cyclicals, Value
Tom Lee's Equity Strategy
Jun 26
Markets Take Terrible 3-day COVID-19 Data Stretch in Stride
Recommended Stock Ideas of the Week
Mar 13
GRANNY SHOTS: Best bets in 2020 - Week 11
Recommended Stock Ideas of the Week
3 days ago
GRANNY SHOTS: Best bets in 2020 - Week 28
Recommended Stock Ideas of the Week
Jul 2
GRANNY SHOTS: Best bets in 2020 - Week 27
Recommended Stock Ideas of the Week
Jun 26
GRANNY SHOTS: Best bets in 2020 - Week 26
US Policy
Mar 6
Biden Pulls in Moderates Support; More Primaries Tuesday
US Policy
3 days ago
Consensus Building for Next Large Relief Bill; Trump's Troubles
US Policy
Jul 2
Will Better Than Expected June Job Data Impact Next Virus Bill?
US Policy
Jun 26
Pressure Mounts for More Virus Relief; June Jobs Data Key
Alpha City
3 days ago
ERM Conclusions, Staying Bullish, Keep the Barbell
Alpha City
Jun 19
Rally Has Big Skeptics Grousing but Data Backs the Bulls
Alpha City
Jun 13
Despite Pullback, Earnings Revisions Support Rally
Alpha City
Jun 12
Despite Pullback, Earnings Revisions Support Rally Continuing
Signal from Noise
Mar 18
Market Discounts Recession; GDP, EPS Growth Worries Mount
Signal from Noise
Jul 1
Post COVID-19, Simply Good Foods Stock Looks Appetizing
Signal from Noise
Jun 24
Lam Research, Applied Materials Set To Reap IoT Harvest
Signal from Noise
Jun 17
Continued IoT Growth Good News for Nordic Semiconductor
Fed Watch
Mar 13
Market Expects Big Fed Rate Cut in Coming Days; New QE?
Fed Watch
3 days ago
Fed’s Main Street Lending Program Off to Slow Start
Fed Watch
Jul 2
Fed Minutes: It’s Considering New COVID-19 Support Policies
Fed Watch
Jun 26
Fed Tells Big Banks to Cap Div Payouts, Limits 3Q Buybacks
Technical Strategy
Mar 13
Market Down But Not Out; Could Follow 2011 Similar Move
Technical Strategy
3 days ago
Cyclicals Showing Early Signs of Bottoming
Technical Strategy
Jul 2
Q3 Pullbacks Likely Shallow, Long Term Backdrop Positive
Technical Strategy
Jun 26
Market Nearing Important Support Levels and Inflection Point
FSI Blast
8 hours ago
COVID-19 UPDATE: Deaths still defying a surge. F-CAT daily cases +27k, down -6.8K from 1D ago. Granny Shot re-balance. +7 names. +1,880bp outperformance in 1H2020.
FSI Blast
1 day ago
COVID-19 UPDATE: Weekend takeaway --> "it could have been worse" = "half-full" and positivity rate is plateauing
Macro Videos
Apr 29
Tom Lee Interview with Frank Curzio - Why the stock market will retest its previous highs
Macro Videos
Jun 30
2020 Second Half Technical Outlook with Rob Sluymer 06/30/2020
Macro Videos
Jun 26
Using Covered Calls to Capitalize on Market Volatility FS Insight & Van Hulzen Asset Management
Macro Videos
May 1