Ticker Appearances
Signal From Noise
First Word
Signs point to "more risk on" --> YE rally --> Stay Cyclical into YE, especially Energy + homebuilders "Golden 6 months"
His leadership skills are well known and on ample display during his tenure in both the military and in public office. I did not know...
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Your Weekly Roadmap
Market Marked By Indices Holding Up, Bloodbath at Sector Level
SUMMARY - S&P 500 closed at 4,395.26 slightly down from an ATH of 4,411.79 last week - The market-action Friday marked a recent reversal, with...
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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First Word
First Word
COVID-19 UPDATE: USA proof Metcalfe's Law kicking in for vaccine penetration = case for historic appreciation to continue, but powered by Epicenter
BUT A "REFLATION" BACK ON DOES MEAN INTEREST RATES WILL BECOME THE FOCUS LATER THIS YEAR... Interest rates will become a focus of markets later...
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Signal From Noise
First Word
Signs point to "more risk on" --> YE rally --> Stay Cyclical into YE, especially Energy + homebuilders "Golden 6 months"
His leadership skills are well known and on ample display during his tenure in both the military and in public office. I did not know...
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Visitor: 30f886-168573-4a39f2-b1ca6b-006cca
Your Weekly Roadmap
Market Marked By Indices Holding Up, Bloodbath at Sector Level
SUMMARY - S&P 500 closed at 4,395.26 slightly down from an ATH of 4,411.79 last week - The market-action Friday marked a recent reversal, with...
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FSI Pro, FSI Macro
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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FSI Pro, FSI Macro
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Visitor: 30f886-168573-4a39f2-b1ca6b-006cca
First Word
First Word
COVID-19 UPDATE: USA proof Metcalfe's Law kicking in for vaccine penetration = case for historic appreciation to continue, but powered by Epicenter
BUT A "REFLATION" BACK ON DOES MEAN INTEREST RATES WILL BECOME THE FOCUS LATER THIS YEAR... Interest rates will become a focus of markets later...
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