-
MSTR
-
$214
-
-2.44%
-
$215
-
$223
-
$205
Ticker Appearances
First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
3Q24 EPS season: inflation falls by half, yet "real" revs growth accelerates. 3 reasons this is positive. Newton warns market technicals less attractive in November.
VIDEO: third-quarter earning season is delivering better quality results than many realize because real revenue growth is accelerating. Also, Mark Newton is warning that technicals are...
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
This report is accessible to
FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 94F4E35D-52D1-47A3-8C91-0BB694F505E5
Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 94F4E35D-52D1-47A3-8C91-0BB694F505E5
Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
3Q24 EPS season: inflation falls by half, yet "real" revs growth accelerates. 3 reasons this is positive. Newton warns market technicals less attractive in November.
VIDEO: third-quarter earning season is delivering better quality results than many realize because real revenue growth is accelerating. Also, Mark Newton is warning that technicals are...
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FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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FSI Pro, FSI Macro
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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FSI Pro, FSI Macro
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Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5
First Word
Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
This report is accessible to
FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 94F4E35D-52D1-47A3-8C91-0BB694F505E5
Visitor: 94F4E35D-52D1-47A3-8C91-0BB694F505E5