Name: FS Insight
Price range: $$$

bear

First Word

Wed, August 17, 2022 | 7:50AM ET

"inflationism" bubble is bursting. Breadth ATH. Equities to take cues from bonds (signaling "disinflation") not pundits ("bear rally"). Inflation cooling = we expect ATH before YE

There are many who quibble with the rally since June, citing this as "short covering" or a "garbage rally" -- but market internals are arguing the opposite. There are several ways to see this but take a look at the advance/decline line below:As noted by...

First Word

Wed, August 10, 2022 | 7:50AM ET

First Word

Wed, August 10, 2022 | 7:50AM ET

2022 bear market 164 days = 25% of preceding bull. Median bear (since 1942) = 21% = Odds bottom in high = Buy the dip regime intact

The July CPI report is released today (8/10) at 8:30am ET and while we do not know if this report will be hotter than consensus, there will be some things to watch in this "hard" inflation report:headline CPI will fall below "core CPI" driven by falling gasolineheadline CPI of +0.27%...