Ticker Appearances
Daily Technical Strategy
Gold & Gold Stocks still have appeal for those uncertain about Technology
MARKETS LOOK TO HAVE BOTTOMED ON 3/13, COINCIDING WITH THE SURGE OF FEAR INTO MID-MARCH. THE RESULTING BOUNCE HAPPENED ON MUCH HIGHER THAN AVERAGE BREADTH AND...
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First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
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First Word
5 takeaways from earnings season and why muted reaction to beats is not "late cycle" signal.
VIDEO: The muted reaction to positive EPS, in our view, reflects the cautious macro views (uncertainty) given the stubborn inflation reports. 1Q24 EPS seems more...
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First Word
GRANNY SHOTS: Apr 2024 rebalance +7 adds. SMID Granny Shots +20 stocks. April Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 4/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ___________________________________GRANNY SHOTS APRIL...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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Daily Technical Strategy
Technical Writeups of Super SMID Granny-shot picks
SUPER SMID GRANNY-SHOT STOCKS SUPER MICRO COMPUTER (SMCI -3.35% - $972.74) Source: Trading ViewThe first stock that deserves mention is Super Micro Computer. This remains on the...
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First Word
GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."
On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and...
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First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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First Word
GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_...
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Daily Technical Strategy
Gold & Gold Stocks still have appeal for those uncertain about Technology
MARKETS LOOK TO HAVE BOTTOMED ON 3/13, COINCIDING WITH THE SURGE OF FEAR INTO MID-MARCH. THE RESULTING BOUNCE HAPPENED ON MUCH HIGHER THAN AVERAGE BREADTH AND...
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First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
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First Word
5 takeaways from earnings season and why muted reaction to beats is not "late cycle" signal.
VIDEO: The muted reaction to positive EPS, in our view, reflects the cautious macro views (uncertainty) given the stubborn inflation reports. 1Q24 EPS seems more...
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First Word
GRANNY SHOTS: Apr 2024 rebalance +7 adds. SMID Granny Shots +20 stocks. April Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 4/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ___________________________________GRANNY SHOTS APRIL...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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Daily Technical Strategy
Technical Writeups of Super SMID Granny-shot picks
SUPER SMID GRANNY-SHOT STOCKS SUPER MICRO COMPUTER (SMCI -3.35% - $972.74) Source: Trading ViewThe first stock that deserves mention is Super Micro Computer. This remains on the...
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First Word
GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."
On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and...
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First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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First Word
GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_...
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Daily Technical Strategy
Gold & Gold Stocks still have appeal for those uncertain about Technology
MARKETS LOOK TO HAVE BOTTOMED ON 3/13, COINCIDING WITH THE SURGE OF FEAR INTO MID-MARCH. THE RESULTING BOUNCE HAPPENED ON MUCH HIGHER THAN AVERAGE BREADTH AND...
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First Word
5 takeaways from earnings season and why muted reaction to beats is not "late cycle" signal.
VIDEO: The muted reaction to positive EPS, in our view, reflects the cautious macro views (uncertainty) given the stubborn inflation reports. 1Q24 EPS seems more...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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Daily Technical Strategy
Technical Writeups of Super SMID Granny-shot picks
SUPER SMID GRANNY-SHOT STOCKS SUPER MICRO COMPUTER (SMCI -3.35% - $972.74) Source: Trading ViewThe first stock that deserves mention is Super Micro Computer. This remains on the...
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