-
SMLR
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$35.03
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-5.11%
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$36.38
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$37.26
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$35.14
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
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
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First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
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First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
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First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
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First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
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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
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
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First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
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First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
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You currently can unlock 1 reports this month.
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First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
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First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 20aabe-206d57-62ae24-df3fd0-ba1fcb
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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
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
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First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
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First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
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First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
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You currently can unlock 1 reports this month.
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First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 1 reports this month.
Current usage: Macro (1/2)Already have an account? Sign In 20aabe-206d57-62ae24-df3fd0-ba1fcb
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