Thu March 28

Gaining Through Weight Loss: The Opportunity for Investors as Ozempic, Mounjaro Tackle Obesity

Obesity is a U.S. and global public-health problem. The global obesity rate has nearly doubled since 1980, and the World Health Organization estimates that nearly 1 billion people (adults, adolescents,...

Mon March 25

The Truth Is...

A daily market update from FS Insight — what you need to know ahead of opening bell "Truth is often eclipsed but never extinguished." — Livy OVER THE WEEKEND Senior...

Thu March 21

GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."

On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and SMID Granny Shot portfolios. We...

Tue March 12

Red in Tooth and Claw

A daily market update from FS Insight — what you need to know ahead of opening bell "Russia is never as strong as she looks; Russia is never as weak...

Wed January 17

GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!

Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_ _TUNE INTO OUR SUPER GRANNY...

Fri September 22, 2023

GRANNY SHOTS: September Super Granny update. 

WE WILL NOT BE HAVING AN ASSOCIATED WEBINAR FOR THE SEPTEMBER SUPER GRANNY UPDATE THIS MONTH.UPDATING 5 SUPER AND 5 SLEEPER GRANNIESCHARTBOOK LINKED ABOVE “Super Grannies” (long) and “Sleeper Grannies”...

Wed August 16, 2023

GRANNY SHOTS: August Super Granny update. Quality names but be wary of August

On Wednesday, 8/16 , we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies.“ If you have not yet registered, sign up with the webinar block below. _TODAY'S...

Wed July 19, 2023

GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).

Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar block below. ________________________________________________ _TODAY'S NOTE...

Thu June 15, 2023

The Zoomer Experience: Opportunities From the Rise of the Newest Generation of Adults

“Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” ~ Ferris Bueller, _Ferris Bueller’s Day Off (1986)_ The fictional Mr....

Thu May 18, 2023

"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.

NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP TUESDAY Wednesday _Thursday <-- _Schedule...

Wed April 26, 2023

Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).

Reminder, tune in this coming Thursday to an important webinar ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES ___________________________________ Equity markets came under selling pressure on Tuesday,...

Mon January 30, 2023

Bond and equity volatilities at lowest levels since 2021 = supportive >20% rise in 2023. Updating "Granny shots" +12 adds (-12 deletes). 2023 YTD +39bp outperformance. 2022 +395bp outperformance. List adds attached.

The most important event in the coming week is the Feb FOMC decision (2/1). We will have more comprehensive thoughts on Wednesday, but as many are aware, we expect the...