Ticker Appearances
Signal From Noise
Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?
Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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First Word
Daily Technical Strategy
Is the Broader market ready to play Catchup? Not quite Yet.. Here’s Why
S&P AND QQQ ARE NOW BACK TO NEW ALL-TIME HIGHS QUICKLY AS US TREASURY YIELDS HAVE BEGUN THEIR DESCENT. THIS WON’T PROVE TO BE A...
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Daily Technical Strategy
Broader market responding positively to Treasury yield Drop
STOCKS SHOULD BE NEAR A TRADING BOTTOM FOLLOWING A DIFFICULT COUPLE WEEKS FOR THE US EQUITY MARKET. WHILE TECHNOLOGY’S OUTPERFORMANCE HAS DISGUISED SOME OF THIS...
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Daily Technical Strategy
What does this Discretionary weakness say about the Consumer?
FOR THOSE WHO MISSED IT, YOU CAN VIEW MY CNBC APPEARANCE THIS MORNING (5/10) BY CLICKING HERE EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME...
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First Word
GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).
Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar...
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Daily Technical Strategy
Energy strengthening short-term; Yet more needed for long-term conviction
TREND BULLISH- EXPECT RALLY UP TO SPX 4500 AND QQQ 395 BEFORE POSSIBLE STALLOUT; PULLBACKS BUYABLE WHEN THEY OCCUR FOR ADDITIONAL STRENGTH INTO JULY 21...
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First Word
GRANNY UPDATE: 5 Updated Super and 5 Sleeper Grannies
Please click below to view yesterday's Macro Minute (duration: 4:56). Today at 2pm, we update the top 5 "Super Grannies" and bottom...
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First Word
"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP...
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Signal From Noise
Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?
Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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You currently can unlock 2 reports this month.
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First Word
Daily Technical Strategy
Is the Broader market ready to play Catchup? Not quite Yet.. Here’s Why
S&P AND QQQ ARE NOW BACK TO NEW ALL-TIME HIGHS QUICKLY AS US TREASURY YIELDS HAVE BEGUN THEIR DESCENT. THIS WON’T PROVE TO BE A...
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Daily Technical Strategy
Broader market responding positively to Treasury yield Drop
STOCKS SHOULD BE NEAR A TRADING BOTTOM FOLLOWING A DIFFICULT COUPLE WEEKS FOR THE US EQUITY MARKET. WHILE TECHNOLOGY’S OUTPERFORMANCE HAS DISGUISED SOME OF THIS...
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Daily Technical Strategy
What does this Discretionary weakness say about the Consumer?
FOR THOSE WHO MISSED IT, YOU CAN VIEW MY CNBC APPEARANCE THIS MORNING (5/10) BY CLICKING HERE EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME...
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First Word
GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).
Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar...
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You currently can unlock 2 reports this month.
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Daily Technical Strategy
Energy strengthening short-term; Yet more needed for long-term conviction
TREND BULLISH- EXPECT RALLY UP TO SPX 4500 AND QQQ 395 BEFORE POSSIBLE STALLOUT; PULLBACKS BUYABLE WHEN THEY OCCUR FOR ADDITIONAL STRENGTH INTO JULY 21...
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First Word
GRANNY UPDATE: 5 Updated Super and 5 Sleeper Grannies
Please click below to view yesterday's Macro Minute (duration: 4:56). Today at 2pm, we update the top 5 "Super Grannies" and bottom...
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First Word
"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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You currently can unlock 2 reports this month.
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First Word
Daily Technical Strategy
Is the Broader market ready to play Catchup? Not quite Yet.. Here’s Why
S&P AND QQQ ARE NOW BACK TO NEW ALL-TIME HIGHS QUICKLY AS US TREASURY YIELDS HAVE BEGUN THEIR DESCENT. THIS WON’T PROVE TO BE A...
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Daily Technical Strategy
Broader market responding positively to Treasury yield Drop
STOCKS SHOULD BE NEAR A TRADING BOTTOM FOLLOWING A DIFFICULT COUPLE WEEKS FOR THE US EQUITY MARKET. WHILE TECHNOLOGY’S OUTPERFORMANCE HAS DISGUISED SOME OF THIS...
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Daily Technical Strategy
What does this Discretionary weakness say about the Consumer?
FOR THOSE WHO MISSED IT, YOU CAN VIEW MY CNBC APPEARANCE THIS MORNING (5/10) BY CLICKING HERE EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME...
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