Ticker Appearances
Daily Technical Strategy
SPX, QQQ push back to new highs; REITS are raised to Technical Overweight
EQUITY TREND BULLISH BUT ONE CAN’T RULE OUT SOME TEMPORARY CONSOLIDATION AFTER THIS PUSH BACK TO NEW HIGH TERRITORY AS QQQ, SPX CONSOLIDATE GAINS BEFORE...
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First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
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COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT -0.03% , VNO -0.63% 13 Additions: AZO -1.40% , HOG -1.26% , GRMN 23.25% , MGM -6.26% , WH -0.36% , GPS, LB, VIRT 0.68% , AGCO 0.28% , OC 0.34% , UBER 0.87% . EXP 1.91% , NUE -3.06% 35 "POWER TRIFECTA" STOCKS IDEAS:...
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COVID-19 UPDATE: Global cases within 8% of all-time highs, even as USA down 80%. Energy down 8 of the last 10 days, in past 20 years >8 of last 10 days point to strong 3M gains
But as the global case count below shows, COVID-19 is still spreading wildly and prolifically across the World. In fact, the 7-day avg cases of...
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COVID-19 UPDATE: Michigan COVID-19 hospitalizations could surge to new highs in coming weeks. S&P 500 gains YTD explained by +6.4% revisions to 2021 EPS by Street
Is there a common thread to explain this? I am not entirely clear. And of these states, MI seems to be experiencing the worst of...
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COVID-19 UPDATE: Death rates collapse when state vaccine penetration >33%. Even as equities favor "quality" trade, credit sticks with "cyclical" trade (hint, credit usually wins). Implies IWM $239
A positive recent development is that patients who have chronic ("long haul") COVID-19 symptoms seem to benefit from the vaccines. Multiple stories have emerged of...
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Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
Daily Technical Strategy
SPX, QQQ push back to new highs; REITS are raised to Technical Overweight
EQUITY TREND BULLISH BUT ONE CAN’T RULE OUT SOME TEMPORARY CONSOLIDATION AFTER THIS PUSH BACK TO NEW HIGH TERRITORY AS QQQ, SPX CONSOLIDATE GAINS BEFORE...
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Already have an account? Sign In 9fa63f-a8447d-795356-7da66f-fe67d4
Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
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Already have an account? Sign In 9fa63f-a8447d-795356-7da66f-fe67d4
Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
First Word
COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT -0.03% , VNO -0.63% 13 Additions: AZO -1.40% , HOG -1.26% , GRMN 23.25% , MGM -6.26% , WH -0.36% , GPS, LB, VIRT 0.68% , AGCO 0.28% , OC 0.34% , UBER 0.87% . EXP 1.91% , NUE -3.06% 35 "POWER TRIFECTA" STOCKS IDEAS:...
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Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
First Word
COVID-19 UPDATE: Global cases within 8% of all-time highs, even as USA down 80%. Energy down 8 of the last 10 days, in past 20 years >8 of last 10 days point to strong 3M gains
But as the global case count below shows, COVID-19 is still spreading wildly and prolifically across the World. In fact, the 7-day avg cases of...
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memberships.
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Already have an account? Sign In 9fa63f-a8447d-795356-7da66f-fe67d4
Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
First Word
COVID-19 UPDATE: Michigan COVID-19 hospitalizations could surge to new highs in coming weeks. S&P 500 gains YTD explained by +6.4% revisions to 2021 EPS by Street
Is there a common thread to explain this? I am not entirely clear. And of these states, MI seems to be experiencing the worst of...
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Already have an account? Sign In 9fa63f-a8447d-795356-7da66f-fe67d4
Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
First Word
COVID-19 UPDATE: Death rates collapse when state vaccine penetration >33%. Even as equities favor "quality" trade, credit sticks with "cyclical" trade (hint, credit usually wins). Implies IWM $239
A positive recent development is that patients who have chronic ("long haul") COVID-19 symptoms seem to benefit from the vaccines. Multiple stories have emerged of...
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FSI Pro, FSI Macro
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You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 9fa63f-a8447d-795356-7da66f-fe67d4
Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
Daily Technical Strategy
SPX, QQQ push back to new highs; REITS are raised to Technical Overweight
EQUITY TREND BULLISH BUT ONE CAN’T RULE OUT SOME TEMPORARY CONSOLIDATION AFTER THIS PUSH BACK TO NEW HIGH TERRITORY AS QQQ, SPX CONSOLIDATE GAINS BEFORE...
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FSI Pro, FSI Macro
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Visitor: 9fa63f-a8447d-795356-7da66f-fe67d4
