Ticker Appearances
First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
Your Weekly Roadmap
First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
Technical Strategy
Technical Strategy
First Word
Is Pfizer COVID-19 pill catalyst to move country to "middle" as it eliminates need for a vaccine mandate. 19 stocks that could soon join "everything YE rally"
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: IS PFIZER COVID-19 PILL CATALYST TO MOVE COUNTRY TO "MIDDLE"...
First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
Your Weekly Roadmap
First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
Technical Strategy
Technical Strategy
First Word
Is Pfizer COVID-19 pill catalyst to move country to "middle" as it eliminates need for a vaccine mandate. 19 stocks that could soon join "everything YE rally"
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: IS PFIZER COVID-19 PILL CATALYST TO MOVE COUNTRY TO "MIDDLE"...
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