Ticker Appearances
Daily Technical Strategy
Commercial Services, Transports, and TSLA all discussed
WEDNESDAY’S EQUITY RALLY PROVED CONSTRUCTIVE AND WENT A LONG WAY TOWARDS SUGGESTING THAT A RALLY BACK TO NEW HIGHS FOR THE MAJOR INDICES SHOULD BE...
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First Word
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...
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First Word
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...
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Visitor: 95254b-2da958-34ddf4-88dde0-8d5b11
Daily Technical Strategy
Commercial Services, Transports, and TSLA all discussed
WEDNESDAY’S EQUITY RALLY PROVED CONSTRUCTIVE AND WENT A LONG WAY TOWARDS SUGGESTING THAT A RALLY BACK TO NEW HIGHS FOR THE MAJOR INDICES SHOULD BE...
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Already have an account? Sign In 95254b-2da958-34ddf4-88dde0-8d5b11
Visitor: 95254b-2da958-34ddf4-88dde0-8d5b11
First Word
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...
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Visitor: 95254b-2da958-34ddf4-88dde0-8d5b11
First Word
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...
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Visitor: 95254b-2da958-34ddf4-88dde0-8d5b11
Daily Technical Strategy
Commercial Services, Transports, and TSLA all discussed
WEDNESDAY’S EQUITY RALLY PROVED CONSTRUCTIVE AND WENT A LONG WAY TOWARDS SUGGESTING THAT A RALLY BACK TO NEW HIGHS FOR THE MAJOR INDICES SHOULD BE...
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Visitor: 95254b-2da958-34ddf4-88dde0-8d5b11
