Ticker Appearances
Signal From Noise
First Word
US-China trade rhetoric heats up. 2025 proving to be worst year for fund manager in decades, setting up for performance chasing
Video_: _Markets were roiled by China headlines Tuesday, but we ultimately see this as noise. The bigger dynamic at play is the positive seasonals and...
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First Word
Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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Daily Technical Strategy
Tech Hardware favored over Software; Meanwhile Pharma/Biotech slides further
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND WEDNESDAY’S BOUNCE MADE SUFFICIENT PROGRESS TO HELP ESTABLISH A NEW SHORT-TERM UPTREND, WHICH ARGUABLY...
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FSI Sector Allocation
FSI Sector Allocation - January 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy New Year. The market has been choppy recently, and the...
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Daily Technical Strategy
Cybersecurity set to thrive in the weeks, months ahead
S&P AND QQQ HAVE LARGELY BEEN TREADING WATER IN RECENT WEEKS AS THE SPX REMAINS JUST A FEW TICKS ABOVE WHERE IT WAS BACK IN...
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Signal From Noise
First Word
June FOMC is a reminder key story arc is "inflation war" not hard landing. 10 "fresh money" ideas to leverage expanding market breadth.
NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES _We publish on a 3-day a week schedule:_ _SKIP MONDAY _ <-- Market Holiday SKIP...
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Daily Technical Strategy
DJIA breakout shows how market rally continues to broaden out
TREND BULLISH - DESPITE STRETCHED MOMENTUM, LONG POSITIONS REMAIN CORRECT; PULLBACKS FROM NEAR-TERM OVERBOUGHT LEVELS NEXT WEEK LIKELY PROVE MINOR BEFORE GAINS INTO LATE JUNE....
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First Word
Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).
Reminder, tune in this coming Thursday to an important webinar ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES ___________________________________ Equity markets came...
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Signal From Noise
First Word
US-China trade rhetoric heats up. 2025 proving to be worst year for fund manager in decades, setting up for performance chasing
Video_: _Markets were roiled by China headlines Tuesday, but we ultimately see this as noise. The bigger dynamic at play is the positive seasonals and...
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First Word
Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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Daily Technical Strategy
Tech Hardware favored over Software; Meanwhile Pharma/Biotech slides further
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND WEDNESDAY’S BOUNCE MADE SUFFICIENT PROGRESS TO HELP ESTABLISH A NEW SHORT-TERM UPTREND, WHICH ARGUABLY...
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FSI Sector Allocation
FSI Sector Allocation - January 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy New Year. The market has been choppy recently, and the...
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Daily Technical Strategy
Cybersecurity set to thrive in the weeks, months ahead
S&P AND QQQ HAVE LARGELY BEEN TREADING WATER IN RECENT WEEKS AS THE SPX REMAINS JUST A FEW TICKS ABOVE WHERE IT WAS BACK IN...
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Signal From Noise
First Word
June FOMC is a reminder key story arc is "inflation war" not hard landing. 10 "fresh money" ideas to leverage expanding market breadth.
NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES _We publish on a 3-day a week schedule:_ _SKIP MONDAY _ <-- Market Holiday SKIP...
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Daily Technical Strategy
DJIA breakout shows how market rally continues to broaden out
TREND BULLISH - DESPITE STRETCHED MOMENTUM, LONG POSITIONS REMAIN CORRECT; PULLBACKS FROM NEAR-TERM OVERBOUGHT LEVELS NEXT WEEK LIKELY PROVE MINOR BEFORE GAINS INTO LATE JUNE....
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First Word
Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).
Reminder, tune in this coming Thursday to an important webinar ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES ___________________________________ Equity markets came...
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First Word
US-China trade rhetoric heats up. 2025 proving to be worst year for fund manager in decades, setting up for performance chasing
Video_: _Markets were roiled by China headlines Tuesday, but we ultimately see this as noise. The bigger dynamic at play is the positive seasonals and...
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First Word
Fed 25bp cut is start of an easing cycle = positive. OW MAG7, Crypto and small-caps/financials
Video_: _The Fed made a dovish cut of 25bp on Wed and this is supportive of stocks over the next 12 months, as a cutting...
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Daily Technical Strategy
Tech Hardware favored over Software; Meanwhile Pharma/Biotech slides further
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND WEDNESDAY’S BOUNCE MADE SUFFICIENT PROGRESS TO HELP ESTABLISH A NEW SHORT-TERM UPTREND, WHICH ARGUABLY...
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Daily Technical Strategy
Cybersecurity set to thrive in the weeks, months ahead
S&P AND QQQ HAVE LARGELY BEEN TREADING WATER IN RECENT WEEKS AS THE SPX REMAINS JUST A FEW TICKS ABOVE WHERE IT WAS BACK IN...
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