Financial Research
Wall Street Whispers
- 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...
- Portfolio Strategy
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...
- Portfolio Strategy
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
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
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...
- Portfolio Strategy
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...
- Portfolio Strategy
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...
- Portfolio Strategy
Whispers of Wall Street - What Our Clients Are Talking About Behind The Scenes
REMINDER: LIVE WEBINAR AND Q&A MARKETS ACCORDING TO BRIAN: 2H 2021 — NAVIGATING A CHALLENGING BACKDROP DETAILS AND SPECIFICS Date: Wednesday May 26, 2021 Time: 3:00 PM ET Duration: 45-60 minutes (including live Q&A) Click HERE to register ------------------------- THE S&P CONTINUES TO HOLD UP WELL DESPITE THE ONGOING CONCERNS...
- Portfolio Strategy
Whispers of Wall Street - What Our Clients Are Talking About Behind The Scenes
WELL, LAST WEEK WAS QUITE THE ROLLERCOASTER RIDE WITH A NEARLY 5% DOWN MOVE IN THE S&P 500 FROM RECORD HIGHS, AND THEN IT BOUNCED SHARPLY AND RECOVERED NEARLY 70% OF THE DOWN MOVE BY FRIDAY’S CLOSE. THE DRIVERS FOR THE PULLBACK WERE EARLY WEEK FEARS OF THE UPCOMING INFLATION...
- Portfolio Strategy
Wall Street Whispers: SMID Stock List
Our Head of Global Portfolio Strategy, Brian Rauscher, offered to provide a list of SMid names that his quantitative methodology has been positive on in his May 4th _Wall Street Whispers_ note. The response was overwhelming, so we decided to send this to all of our valued subscribers: Please note...
- Portfolio Strategy
Wall Street Whispers - What Our Clients Are Talking About Behind The Scenes
THE S&P 500 HAD ANOTHER WEEK OF POSITIVE GAINS AND NOTCHED ITS FIRST CLOSE ABOVE 4200 DESPITE INSTITUTIONAL INVESTOR ANGST CONTINUING TO RISE. MOST OF THE CONCERNS SEEM TO BE FOCUSED ON MACRO ISSUES AND THERE ARE PLENTY OF THEM THAT ARE SURFACING. WE ARE KEENLY AWARE OF THE MACRO...