Ticker Appearances
First Word
Investors more "bearish" in front of Wed Fed Chair Powell at Brookings Institution, but other key macro offsets this...
In the first two trading days of this week, equities have been soft. Ostensibly, there are 3 near-term factors that are weighing on equities:Concerns about...
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First Word
11 headwinds of 2022 already turned into 11 tailwinds in past month... why YE rally intact
The Thanksgiving holiday has ended and now markets are entering the final key weeks of 2022. It has been a tremendously difficult year for markets...
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First Word
88% of Americans eat turkey tomo... less "consensus" than % who see recession in 2023. Markets are not "fighting the Fed" if inflation is set to cool.
The conviction that the US is hurtling towards/or already in a recession is ubiquitous. Many can cite a litany of statistics such as:inverted curve,Fed hikes...
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First Word
Next 3 weeks will be decisive on the trajectory for inflation (we think dovish view prevails). Staying half-full.
The US celebrates Thanksgiving this week and given the easing of COVID-19 restrictions in 2022, we expect many Americans to be especially thankful and celebrating....
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Your Weekly Roadmap
Markets Down for The Week on Tough Talk From Fed But Bounce on Friday
“Whenever you find yourself on the side of the majority, it is time to pause and reflect.”- Mark Twain There’s a lot of complex jargon...
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First Word
Takeaways from Tel Aviv... investors wait for clearer signs of falling inflation but that is also consensus. 2023 EPS probably above consensus if USD softens in 2023.
I just returned from a multiday visit with institutional investors in Tel Aviv. Over the course of two days, we sat down with over 80...
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First Word
Please don't ignore 6 key signals from last week... it was a "game changer" and supportive of YE rally
Most of 2022 has been a cascade of ever more troubling developments, from surging inflation, Russia-Ukraine war, Fed going full Volcker, China issues and multiple...
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First Word
Investors more "bearish" in front of Wed Fed Chair Powell at Brookings Institution, but other key macro offsets this...
In the first two trading days of this week, equities have been soft. Ostensibly, there are 3 near-term factors that are weighing on equities:Concerns about...
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First Word
11 headwinds of 2022 already turned into 11 tailwinds in past month... why YE rally intact
The Thanksgiving holiday has ended and now markets are entering the final key weeks of 2022. It has been a tremendously difficult year for markets...
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First Word
88% of Americans eat turkey tomo... less "consensus" than % who see recession in 2023. Markets are not "fighting the Fed" if inflation is set to cool.
The conviction that the US is hurtling towards/or already in a recession is ubiquitous. Many can cite a litany of statistics such as:inverted curve,Fed hikes...
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First Word
Next 3 weeks will be decisive on the trajectory for inflation (we think dovish view prevails). Staying half-full.
The US celebrates Thanksgiving this week and given the easing of COVID-19 restrictions in 2022, we expect many Americans to be especially thankful and celebrating....
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Your Weekly Roadmap
Markets Down for The Week on Tough Talk From Fed But Bounce on Friday
“Whenever you find yourself on the side of the majority, it is time to pause and reflect.”- Mark Twain There’s a lot of complex jargon...
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First Word
Takeaways from Tel Aviv... investors wait for clearer signs of falling inflation but that is also consensus. 2023 EPS probably above consensus if USD softens in 2023.
I just returned from a multiday visit with institutional investors in Tel Aviv. Over the course of two days, we sat down with over 80...
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First Word
Please don't ignore 6 key signals from last week... it was a "game changer" and supportive of YE rally
Most of 2022 has been a cascade of ever more troubling developments, from surging inflation, Russia-Ukraine war, Fed going full Volcker, China issues and multiple...
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