Ticker Appearances
First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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Your Weekly Roadmap
Potential for New All-Time Highs After Powell’s Remarks at Jackson Hole
Good evening, “Just get through August.” That’s what Fundstrat Head of Research Tom Lee has been telling clients for the past month, and we are...
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Daily Technical Strategy
Equal-weighted SPX vs. SPX reaches lowest levels since 2020
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND THIS WEEK WHICH IS...
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Signal From Noise
Daily Technical Strategy
Discretionary looks close to bottoming out vs. Staples
The stall out and pullback in US Equities has accelerated further given WMT -0.76% ’s profit warning and subsequent 8% + drop on Tuesday. NDX has taken...
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First Word
"Soft landing" scenario strengthening. 1980s inflation broken when "goods" inflation peaked. Consumer discounts ahead. Target confirms. Manheim Index shows Luxury + Full-sized tanking.
Investors tell us they don't want to "fight the Fed" and as long as the Fed is tight, they will not touch equities. This is...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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Your Weekly Roadmap
Potential for New All-Time Highs After Powell’s Remarks at Jackson Hole
Good evening, “Just get through August.” That’s what Fundstrat Head of Research Tom Lee has been telling clients for the past month, and we are...
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Daily Technical Strategy
Equal-weighted SPX vs. SPX reaches lowest levels since 2020
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND THIS WEEK WHICH IS...
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Signal From Noise
Daily Technical Strategy
Discretionary looks close to bottoming out vs. Staples
The stall out and pullback in US Equities has accelerated further given WMT -0.76% ’s profit warning and subsequent 8% + drop on Tuesday. NDX has taken...
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First Word
"Soft landing" scenario strengthening. 1980s inflation broken when "goods" inflation peaked. Consumer discounts ahead. Target confirms. Manheim Index shows Luxury + Full-sized tanking.
Investors tell us they don't want to "fight the Fed" and as long as the Fed is tight, they will not touch equities. This is...
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