Ticker Appearances
First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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First Word
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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Daily Technical Strategy
Healthcare on the verge of breaking out to new All-time highs on an Equal-weighted basis
THE RECENT STALLING OUT IN MOST US EQUITY INDICES OVER THE LAST WEEK HASN’T TAKEN AWAY FROM THE APPEAL OF THE CURRENT RALLY FROM EARLY...
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Daily Technical Strategy
Short-term Bounce underway into next week
A short-term bounce looks to be underway in US Equities that likely carries prices higher into 9/14 and should reach at least 4125-4150. Following a...
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Signal From Noise
Year-End Signal From Noise Wrap-Up
We dive into some of our Signals from 2021 to check in on how we feel about the prospects of these companies heading into 2022.Our...
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Technical Strategy
Stocks still in good shape, but the market certainly feels like a Turkey
Technical Strategy Video: Trends and momentum have shown some minor deterioration lately, and could experience further weakness in the next 1-2 weeks,...
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Signal From Noise
Signal From Noise Updates
We update our thinking on LYV 0.50% given the return to profitability in recent earnings and the recent tragedy at the Astroworld Festival in Houston. Our...
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Signal From Noise
SIGNAL FROM NOISE: Q2 Wrap Up
We provide an update on the Mudrick Capital/Topps SPAC (MUDS)We provide an update on Real Networks (RNWK)We provide an update on EOG Resource (EOG 2.24% )We provide...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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First Word
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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Daily Technical Strategy
Healthcare on the verge of breaking out to new All-time highs on an Equal-weighted basis
THE RECENT STALLING OUT IN MOST US EQUITY INDICES OVER THE LAST WEEK HASN’T TAKEN AWAY FROM THE APPEAL OF THE CURRENT RALLY FROM EARLY...
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Daily Technical Strategy
Short-term Bounce underway into next week
A short-term bounce looks to be underway in US Equities that likely carries prices higher into 9/14 and should reach at least 4125-4150. Following a...
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Signal From Noise
Year-End Signal From Noise Wrap-Up
We dive into some of our Signals from 2021 to check in on how we feel about the prospects of these companies heading into 2022.Our...
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Technical Strategy
Stocks still in good shape, but the market certainly feels like a Turkey
Technical Strategy Video: Trends and momentum have shown some minor deterioration lately, and could experience further weakness in the next 1-2 weeks,...
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Signal From Noise
Signal From Noise Updates
We update our thinking on LYV 0.50% given the return to profitability in recent earnings and the recent tragedy at the Astroworld Festival in Houston. Our...
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Signal From Noise
SIGNAL FROM NOISE: Q2 Wrap Up
We provide an update on the Mudrick Capital/Topps SPAC (MUDS)We provide an update on Real Networks (RNWK)We provide an update on EOG Resource (EOG 2.24% )We provide...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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First Word
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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Daily Technical Strategy
Healthcare on the verge of breaking out to new All-time highs on an Equal-weighted basis
THE RECENT STALLING OUT IN MOST US EQUITY INDICES OVER THE LAST WEEK HASN’T TAKEN AWAY FROM THE APPEAL OF THE CURRENT RALLY FROM EARLY...
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