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CDNS
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$249
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-0.96%
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$250
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$251
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$247
Ticker Appearances
First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM -0.89% ) are leading gains, even...
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First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
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First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
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First Word
By Wed am, clarity on two macro datapoints = Winner of Prez debate + August CPI. Clarity allows stocks to stabilize in front of Sept FOMC next week.
VIDEO: By Wed am, the market will have clarity = good as the Prez debates and CPI are released. While next 8 weeks are choppy,...
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First Word
6 reasons we expect S&P 500 to finish 2024 strong, despite challenges for next 8 weeks
VIDEO: While next 8 weeks are challenging, we discuss 6 reasons stocks likely finish second half of 2024 strong. Please click below to view our Macro...
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First Word
A "local" peak in VIX likely at hand = near-term rally likely post-Aug jobs. Even if one is cautious into election day, no reason for stocks to fall first week of Sept.
VIDEO: We think the VIX made a local top, setting stage for stocks to rally post-Aug jobs report on Friday. Please click below to view...
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First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM -0.89% ) are leading gains, even...
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FSI Pro, FSI Macro
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First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
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First Word
By Wed am, clarity on two macro datapoints = Winner of Prez debate + August CPI. Clarity allows stocks to stabilize in front of Sept FOMC next week.
VIDEO: By Wed am, the market will have clarity = good as the Prez debates and CPI are released. While next 8 weeks are choppy,...
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First Word
6 reasons we expect S&P 500 to finish 2024 strong, despite challenges for next 8 weeks
VIDEO: While next 8 weeks are challenging, we discuss 6 reasons stocks likely finish second half of 2024 strong. Please click below to view our Macro...
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First Word
A "local" peak in VIX likely at hand = near-term rally likely post-Aug jobs. Even if one is cautious into election day, no reason for stocks to fall first week of Sept.
VIDEO: We think the VIX made a local top, setting stage for stocks to rally post-Aug jobs report on Friday. Please click below to view...
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Daily Technical Strategy
Technical Writeups of Super Granny-shot picks
SUMMARY: I CONTINUE TO SEE THE US STOCK MARKET AS BEING ATTRACTIVE, TECHNICALLY SPEAKING, AND DO NOT FEEL SUFFICIENT RISK IS THERE TO WARRANT A...
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