Ticker Appearances
First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
Jan CPI (Wed) likely "calibrates" inflation views back to "falling towards 2%" = positive equity catalyst. Despite chop, we are buying the dip.
So far in 2025, equity markets have proven to be resilient, affirming that "buy the dip" remains the regime. There have been many "tape bombs"...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
Jan CPI (Wed) likely "calibrates" inflation views back to "falling towards 2%" = positive equity catalyst. Despite chop, we are buying the dip.
So far in 2025, equity markets have proven to be resilient, affirming that "buy the dip" remains the regime. There have been many "tape bombs"...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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