Ticker Appearances
⚡ FlashInsights
- NVDA -1.95% earnings reported
- Whether market happy or sad
- It’s behind us
- Meaning it’s a "clearing event"
First Word
Probabilities favor a rally into Thanksgiving, as markets bounce off support and several uncertainties clear.
VIDEO: This weekend tweet by Elon Musk highlights that X. com will likely play a prominent role in the next 4 years. Also, Probabilities favor a rally...
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First Word
Is market "hawkishness" nearing a local top? Oct retail sales possible dovish turning point.
VIDEO: We wonder if markets are pricing in a local peak in "inflation hawkishness" and Friday's retail sales could reverse that. That would be dovish, which...
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Intraday Alert
Oct Core CPI +0.28% MoM distorted by 30% rise in used car prices (ummm...no way). Sets stage for inflation to "fall like a rock" rest of year
The Oct CPI report is better than appears at first glance. And we think this is supportive of stocks continuing to rally into year-end, albeit...
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First Word
A "hot" Oct Core CPI might trigger hawks and Fed pause talk... but instead, focus on positive dynamics into Year-end
VIDEO: Oct CPI released Wed is the most important macroeconomic data point this week. There is a possibility used car prices pressure higher Oct CPI,...
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First Word
Inflation in focus this week with Oct CPI Wed 11/13 and PPI Thu 11/14. Stay on Target, focus on small-caps
VIDEO: Important inflation reports coming this week, CPI and PPI. While the month over month might not show much progress for Core CPI, the overall...
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First Word
Probabilities favor a rally into Thanksgiving, as markets bounce off support and several uncertainties clear.
VIDEO: This weekend tweet by Elon Musk highlights that X. com will likely play a prominent role in the next 4 years. Also, Probabilities favor a rally...
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First Word
Is market "hawkishness" nearing a local top? Oct retail sales possible dovish turning point.
VIDEO: We wonder if markets are pricing in a local peak in "inflation hawkishness" and Friday's retail sales could reverse that. That would be dovish, which...
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Intraday Alert
Oct Core CPI +0.28% MoM distorted by 30% rise in used car prices (ummm...no way). Sets stage for inflation to "fall like a rock" rest of year
The Oct CPI report is better than appears at first glance. And we think this is supportive of stocks continuing to rally into year-end, albeit...
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First Word
A "hot" Oct Core CPI might trigger hawks and Fed pause talk... but instead, focus on positive dynamics into Year-end
VIDEO: Oct CPI released Wed is the most important macroeconomic data point this week. There is a possibility used car prices pressure higher Oct CPI,...
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First Word
Inflation in focus this week with Oct CPI Wed 11/13 and PPI Thu 11/14. Stay on Target, focus on small-caps
VIDEO: Important inflation reports coming this week, CPI and PPI. While the month over month might not show much progress for Core CPI, the overall...
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First Word
Key Nov FOMC takeaway is Fed remains dovish. Another support for a YE rally.
VIDEO: There were several takeaways from Nov FOMC rate decision. But the most important is the Fed is on a path to Neutral and recent...
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Daily Technical Strategy
Small-caps and Transports break out while Technology lags
MEANINGFUL RELATIVE STRENGTH OCCURRED IN SMALL-CAPS AND TRANSPORTATION ISSUES WEDNESDAY, WHICH LOOKS QUITE CONSTRUCTIVE FOR THE BROADER MARKET. FINANCIALS HAVE ALSO JOINED SUIT IN THE...
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Daily Technical Strategy
Daily Technical Strategy
Technicals confirm we’re in the “Summer of Small-caps"
US EQUITY INDICES LOOK TO HAVE BOTTOMED FOLLOWING MONDAY’S 1% RALLY TO MULTI-DAY HIGHS IN SPX AND QQQ LED BY STRENGTH IN TECHNOLOGY. SMALL, AND...
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Macro Minute Video
Video: Macro Minute: This is the Summer of Small-caps with a rotation out of Technology
VIDEO: We want to re-emphasize that this is the summer of small-cap stocks, expecting a 10-week rally of 40% or more. Mark Newton also sees...
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Daily Technical Strategy
Expect Regional Banks and Biotechnology will also benefit as Small caps rally
US EQUITY INDICES ARE STARTING TO MOVE HIGHER IN TANDEM, WITH ^SPX -0.09% , RSP 0.34% , DJIA 0.39% AND ALSO QQQ -0.15% ALL SHOWING GAINS OF ROUGHLY +0.45%. SMALL CAPS,...
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Daily Technical Strategy
Broader market could play Catch-up to Technology as IWM breaks out
US EQUITY INDICES LOOK TO HAVE SHAKEN OFF THE MINOR MID-WEEK PULLBACK ATTEMPT AND ARE NOW BEGINNING YET ANOTHER LEG HIGHER, WHICH SHOULD PROVE MORE...
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