Ticker Appearances
First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
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Daily Technical Strategy
Super SMID Granny Shot Technicals - June 2024
I’ll be on Fox Business with Charles Payne tomorrow, Thursday, June 27th at 2:00 pm ET EQUITY TREND SHOULD BE CLOSE TO FINDING A BOTTOM...
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First Word
GRANNY SHOTS: June 2024 Super Granny update
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER “Super Grannies” (most timely) and...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
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Daily Technical Strategy
Super SMID Granny Shot Technicals - June 2024
I’ll be on Fox Business with Charles Payne tomorrow, Thursday, June 27th at 2:00 pm ET EQUITY TREND SHOULD BE CLOSE TO FINDING A BOTTOM...
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First Word
GRANNY SHOTS: June 2024 Super Granny update
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER “Super Grannies” (most timely) and...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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Visitor: 80a3af-34a1ae-37e696-a1190c-19ce21
First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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Visitor: 80a3af-34a1ae-37e696-a1190c-19ce21
Daily Technical Strategy
Super SMID Granny Shot Technicals - June 2024
I’ll be on Fox Business with Charles Payne tomorrow, Thursday, June 27th at 2:00 pm ET EQUITY TREND SHOULD BE CLOSE TO FINDING A BOTTOM...
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