Ticker Appearances
Your Weekly Roadmap
Markets Have Another Choppy Week and Rotation Continues, Financials Have Rough Friday After Big Bank Earnings
The S&P 500 closed at 4,662.85 down from 4677.03 . The VIX settled at $19.19 and didn’t get too far above $20 this week.Powell’s testimony...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
First Word
Delta-plus is a non-issue in USA, so far... Energy + Bitcoin most logical YE strategies
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: DELTA-PLUS IS A NON-ISSUE IN USA, SO FAR… ENERGY +...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
First Word
3 anecdotal signs COVID-19 might be closer to "endemic" than consensus believes = positive bias. Re-balance Granny Shots --> +13 adds, -9 deletes. YTD outperforms +404bp
The 7D avg in cases is down to 69,331 and as we noted last week, this is looking to be on track for 50,000 by...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
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...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
Your Weekly Roadmap
Markets Have Another Choppy Week and Rotation Continues, Financials Have Rough Friday After Big Bank Earnings
The S&P 500 closed at 4,662.85 down from 4677.03 . The VIX settled at $19.19 and didn’t get too far above $20 this week.Powell’s testimony...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
First Word
Delta-plus is a non-issue in USA, so far... Energy + Bitcoin most logical YE strategies
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: DELTA-PLUS IS A NON-ISSUE IN USA, SO FAR… ENERGY +...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
First Word
3 anecdotal signs COVID-19 might be closer to "endemic" than consensus believes = positive bias. Re-balance Granny Shots --> +13 adds, -9 deletes. YTD outperforms +404bp
The 7D avg in cases is down to 69,331 and as we noted last week, this is looking to be on track for 50,000 by...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
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...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 3 free reports this month.
Visitor: 4f348d-8f1c88-65dc1f-b4df8d-5b2466 Array ( [cookie] => 4f348d-8f1c88-65dc1f-b4df8d-5b2466 [current_usage] => 3 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 1 [role] => [user_id] => [IP] => 216.73.216.123 )
