Ticker Appearances
Daily Technical Strategy
Europe and China both look to be close to temporary outperformance vs. US
DIVERGENCE BETWEEN THE TOP PERFORMING STOCKS WITHIN TECHNOLOGY AND THE BROADER MARKET CONTINUES TO BE ONE OF THE MOST DISCUSSED TOPICS OF 2024. PERFORMANCE DISPARITY...
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Daily Technical Strategy
Market internals worsening despite indices holding up
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER. TREASURY...
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First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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Daily Technical Strategy
Europe and China both look to be close to temporary outperformance vs. US
DIVERGENCE BETWEEN THE TOP PERFORMING STOCKS WITHIN TECHNOLOGY AND THE BROADER MARKET CONTINUES TO BE ONE OF THE MOST DISCUSSED TOPICS OF 2024. PERFORMANCE DISPARITY...
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Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
Daily Technical Strategy
Market internals worsening despite indices holding up
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER. TREASURY...
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Visitor: 7584e7-ae0e4f-6a2286-e059cf-305f08
First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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