Fri April 12

Stocks Slip After Hot CPI Release

Good evening, It was the second consecutive down week for the S&P 500, with much of the pressure on stocks this week originating from a hotter than expected CPI print,...

Thu January 11

SFN Review – The Companies That Caught Our Attention the Most Frequently Last Year

The first _Signal From Noise_ of 2024 finds us repeating our commitment to providing readers with a big-picture view of the markets as seen from Fundstrat’s evidence-based approach to investment...

Thu December 28, 2023

Innovations That Have Us Excited Heading Into 2024

Throughout history, economic progress has been driven by technological and scientific advances. Often, forward-looking investors can immediately see the clear path to profits from such innovation – for example, Fundstrat’s...

Mon October 23, 2023

Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.

We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season.  This explains why investors are sidelined but we need to be mindful that markets bottom on bad...

Fri June 23, 2023

Semiconductor pullback look buyable next week

TREND BULLISH- PULLBACK SHOULD BE BUYABLE IN SPX AND QQQ EARLY NEXT WEEK AFTER THE FIRST NEGATIVE WEEK SINCE EARLY MAY A continued decline took indices down further in Friday’s...

Fri June 16, 2023

Stocks’ Continued Strength Bodes Well For 2nd Half

"An investment in knowledge pays the best interest." — Benjamin Franklin Good evening: For months, our Tom Lee has said inflation would fall throughout 2023 and the Federal Reserve would...

Thu June 15, 2023

DJIA breakout shows how market rally continues to broaden out

TREND BULLISH - DESPITE STRETCHED MOMENTUM, LONG POSITIONS REMAIN CORRECT; PULLBACKS FROM NEAR-TERM OVERBOUGHT LEVELS NEXT WEEK LIKELY PROVE MINOR BEFORE GAINS INTO LATE JUNE. SPX has now risen for...

Wed June 14, 2023

Divergences Likely to Persist

Well, it seems that the ball game is over, and the bulls have clearly won.  Inflation is dead, the Fed should be easing anytime soon, the expected recession has been...

Tue May 2, 2023

LIVE Technical Stock Analysis May 2023

Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute of analysis) and consider several...

Fri April 14, 2023

Financials strength should be a positive for the back half of April

Despite the mild pullback to take away some of Thursday’s strong gains, this week managed to close firmly positive for both the SPX and DJIA for the fourth week of...

Fri March 31, 2023

Markets End Week, Month, and Quarter on High Note

Good evening: After opening the week with what our Head of Technical Strategy, Mark Newton, called a “sideways grind,” markets turned upwards on Wednesday, with all 11 sectors of the...

Thu March 30, 2023

Danger Remains Elevated, Easing Still Unlikely

The ongoing tug-of-war that I have been discussing since the beginning of the year seems to have tilted towards “all is good.” Smooth sailing ahead. The banking crisis has been...