Ticker Appearances
First Word
March FOMC meeting Wed is key focus this week. Incoming data likely shows broadening weakess (but is it priced in?). And is $NVDA rally a sign China deal is near?
For the first time in awhile (weeks?), the weekend was quiet from a policy perspective (consider last Sunday’s “there will be pain”). And this likely...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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Upticks
Upticks - February 2025
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSS&P Global (SPGI -1.21% - $539.69)Accenture (ACN -1.36% - $388.00)Upstart Holdings (UPST -4.26% - $82.42)Super Micro Computer (SMCI -1.47% - $47.91)Alibaba (BABA -2.36% - $124.73)Deere & Co....
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Daily Technical Strategy
Software pullback should prove short-lived within Technology
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER. TREASURY...
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Daily Technical Strategy
Crude Oil and Gold cycles look promising
Thursday’s Equity snapback rally proved short-lived, as some European bank credit default swap widening spooked the bond market, and stock indices followed suit. The rumor...
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First Word
March FOMC meeting Wed is key focus this week. Incoming data likely shows broadening weakess (but is it priced in?). And is $NVDA rally a sign China deal is near?
For the first time in awhile (weeks?), the weekend was quiet from a policy perspective (consider last Sunday’s “there will be pain”). And this likely...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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Upticks
Upticks - February 2025
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSS&P Global (SPGI -1.21% - $539.69)Accenture (ACN -1.36% - $388.00)Upstart Holdings (UPST -4.26% - $82.42)Super Micro Computer (SMCI -1.47% - $47.91)Alibaba (BABA -2.36% - $124.73)Deere & Co....
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Daily Technical Strategy
Software pullback should prove short-lived within Technology
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER. TREASURY...
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Daily Technical Strategy
Crude Oil and Gold cycles look promising
Thursday’s Equity snapback rally proved short-lived, as some European bank credit default swap widening spooked the bond market, and stock indices followed suit. The rumor...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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