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- FSI Sector Allocation
- First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the case for financials and small-caps as well as the broadening trade for AI stocks Please click below to view our Macro Minute (duration: 9:23). https://vimeo. com/1058052199/a893799b20? share=copy...
- FSI Sector Allocation
FSI Sector Allocation - February 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP The equity market has been choppy since mid-December. While the release of DeepSeek's new R1 model shook the market and particularly the AI infrastructure sector, the overall market demonstrated strong resilience. The S&P 500 gained approximately...
First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). https://vimeo. com/1046937384/dd4862e994? share=copy ________________________________________________UPDATING...
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FSI Sector Allocation
FSI Sector Allocation - January 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy New Year. The market has been choppy recently, and the...
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FSI Sector Allocation
FSI Sector Allocation - December 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy Holidays! The S&P 500 roared back to life in November....
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- First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we are rebranding our monthly webinar, we are introducing a new section of top stock ideas:The top large-cap stock ideas are based on a universe of...
FSI Sector Allocation
FSI Sector Allocation - November 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy November. The fourth quarter is already one month in. The...
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FSI Sector Allocation
FSI Sector Allocation - October 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Monday marked the final trading day of both September and the...
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FSI Sector Allocation
FSI Sector Allocation - September 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Despite the market turmoil we experienced in early August, markets managed...
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FSI Sector Allocation
FSI Sector Allocation - August 2024 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Happy August! With the dovish FOMC on the last day of...
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