Ticker Appearances
First Word
While market expectations for March FOMC incrementally hawkish, we expect Wed FOMC to be dovish and positive for stocks
VIDEO: The absence of Washington headlines has been positive for stocks on Monday. As we said on Sunday, we expect this week to be positive for...
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Daily Technical Strategy
SPY should be favored over Chinese Equities
MARKETS HAVE BEGUN THE PROCESS OF BOTTOMING OUT AND HAVE CARVED OUT THE FIRST MEANINGFUL MOVE OFF THE LOWS SINCE LATE LAST WEEK. WHILE MANY ARE...
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First Word
March FOMC meeting Wed is key focus this week. Incoming data likely shows broadening weakess (but is it priced in?). And is $NVDA rally a sign China deal is near?
For the first time in awhile (weeks?), the weekend was quiet from a policy perspective (consider last Sunday’s “there will be pain”). And this likely...
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Signal From Noise
First Word
$NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -3.16% results were good enough in our view. This Friday is Jan Core PCE, which will hopefully be softer than consensus. Please click below to...
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Macro Minute Video
Video: Macro Minute: $NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -3.16% results were good enough in our view. This Friday is Jan Core PCE which will hopefully be softer than consensus. Please click below...
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First Word
While market expectations for March FOMC incrementally hawkish, we expect Wed FOMC to be dovish and positive for stocks
VIDEO: The absence of Washington headlines has been positive for stocks on Monday. As we said on Sunday, we expect this week to be positive for...
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Daily Technical Strategy
SPY should be favored over Chinese Equities
MARKETS HAVE BEGUN THE PROCESS OF BOTTOMING OUT AND HAVE CARVED OUT THE FIRST MEANINGFUL MOVE OFF THE LOWS SINCE LATE LAST WEEK. WHILE MANY ARE...
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First Word
March FOMC meeting Wed is key focus this week. Incoming data likely shows broadening weakess (but is it priced in?). And is $NVDA rally a sign China deal is near?
For the first time in awhile (weeks?), the weekend was quiet from a policy perspective (consider last Sunday’s “there will be pain”). And this likely...
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Signal From Noise
First Word
$NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -3.16% results were good enough in our view. This Friday is Jan Core PCE, which will hopefully be softer than consensus. Please click below to...
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Macro Minute Video
Video: Macro Minute: $NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -3.16% results were good enough in our view. This Friday is Jan Core PCE which will hopefully be softer than consensus. Please click below...
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First Word
While market expectations for March FOMC incrementally hawkish, we expect Wed FOMC to be dovish and positive for stocks
VIDEO: The absence of Washington headlines has been positive for stocks on Monday. As we said on Sunday, we expect this week to be positive for...
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Daily Technical Strategy
SPY should be favored over Chinese Equities
MARKETS HAVE BEGUN THE PROCESS OF BOTTOMING OUT AND HAVE CARVED OUT THE FIRST MEANINGFUL MOVE OFF THE LOWS SINCE LATE LAST WEEK. WHILE MANY ARE...
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First Word
$NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -3.16% results were good enough in our view. This Friday is Jan Core PCE, which will hopefully be softer than consensus. Please click below to...
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Macro Minute Video
Video: Macro Minute: $NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -3.16% results were good enough in our view. This Friday is Jan Core PCE which will hopefully be softer than consensus. Please click below...
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Daily Technical Strategy
TSLA looks to be approaching an attractive risk/reward entry
RECENT SELLING PRESSURE SHOULD BE NEARLY COMPLETE AFTER HAVING PULLED BACK TO TEST EARLY FEBRUARY LOWS. SHORT-TERM MOMENTUM HAS GOTTEN OVERSOLD, AND MANY KEY LARGE-CAP...
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First Word
Conference Board survey further adds to "growth scare" concerns. But we continue to see as a "flesh wound" and turnaround likely Wed with $NVDA results.
VIDEO: The cumulation of headlines in recent weeks is adding up to a "Growth scare" for investors. And thus, good news is what is needed...
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