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Portfolio Strategy

FLASH COMMENTS: Given the challenging market, I wanted to quickly provide and update on my research. As a reminder, I recently made a hard shift away from my longstanding bullish view in mid-March and I have been pounding the drum ever since on my new...

Daily cases at 1,041,294 (+314,871 vs. 7D ago, due to holiday data distortion), current hospitalization at 148,499 (+7,102 vs. 7D ago), daily deaths at 1,753 (+99 vs. 7D ago)

Earnings Revisions Analysis Suggests More Pain to Come

Given the challenging market, I wanted to quickly provide and update on my research. As a reminder, I recently made a hard shift away from my longstanding bullish view in mid-March and I have been pounding the drum ever since on my new unfavorable forecast. The earnings revisions backdrop, which...

Market Update from Brian Rauscher

Brian Rauscher, Head of Global Portfolio Strategy & Asset Allocation at FSInsight, provides a timely market update as the S&P 500 closes below the key 4000 level outlined in his recent Wall Street Whispers publication. *Recorded on May 9, 2022

Wall Street Whispers - What Our Clients Are Talking About Behind the Scenes

FLASH COMMENTS: Based on our work, the post-FOMC meeting equity market rally will likely fail as Chairman Powell’s press conference comments do not change much, and it is our view that future talk and fears of a potential 75bps hike have a high probability of resurfacing.   The earnings revisions...

My Updated View Is Bearish

Earnings season is in full swing. The character of the market has been volatile and choppy. It can be an overwhelming time with many companies reporting and plenty of new information. I wanted to drop a quick line to let our subscribers know about my evolving macro/market views and share...

FLASH: Fed Minutes Not Hawkish, Buy Recent Weakness

BOTTOM LINE:  There is a high likelihood that we are within 5-10bps for the low in 10-yr Treasury yields for now and the peak in the U.S. dollar, which should help propel the S&P 500 higher and provide tailwinds for my ongoing preferred positioning themes as stated below: MY WORK REMAINS...

  • Portfolio Strategy
June 29, 2021

Wall Street Whispers- What Our Clients Are Talking About Behind The Scenes

FLASH COMMENTS ------------------------- My work still strongly supports the FLASH points that I have included the past two weeks.  The “shift” towards a hawkish Fed appears to be losing steam as it is slowly becoming clearer that the FOMC is going to need to see more progress on the full...

  • Portfolio Strategy
June 22, 2021

Wall Street Whispers- What Our Clients Are Talking About Behind The Scenes

FLASH COMMENTS ------------------------- In last week’s Whispers, I included a few FLASH points and based on the action in both the equity and fixed income markets over the past week I wanted to reiterate them again.  There has been a big shift in thinking, commentary, and trading towards this new...

  • Portfolio Strategy
June 15, 2021

Wall Street Whispers- What Our Clients Are Talking About Behind The Scenes

FLASH COMMENTS ------------------------- Before getting into today’s weekly _Whispers_ note, I wanted to make a couple comments:My work remains medium-term bullish.Buy tactical dips in Financials and Cyclical/Reflation trades.Sell relative strength in defensive areas — Utilities and Health Care.Growth/FAANG remains as tilt above benchmark — have less exposure than pre-4Q20 but...

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Wall Street Whispers- What Our Clients Are Talking About Behind The Scenes

SUMMARY -------------------------If domestic GDP growth and PMIs are set to sequentially decelerate, should I be moving towards defensive areas at this time? Now that we are near mid-year, can you provide an update of your year-end S&P 500 targets for both OEPS and index price level?What are your aggressive tactical indicators...

Wall Street Whispers- What Our Clients Are Talking About Behind The Scenes

Over the past week, the bullet points below are the questions and issues that were brought up the most followed by my responses: _ISSUES_The week was quite different than the last several months as clients were not as agitated and showed fewer outright concerns.  It is not totally clear if...