Ticker Appearances
First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
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Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
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First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
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You’ve reached your 5 free reports this month.
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First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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