market
- Your Weekly Roadmap
- Your Weekly Roadmap
Market Has First Week Up After Three Down, Dollar Reversal Spurs Risk Rally In Equities
Good Evening, Stocks ended up this week up after three straight weeks down. Shortly after opening, the S&P 500 moved above its 100-day moving average. It was a risk-on rally led by Communication Services, Energy, Technology, and Consumer Discretionary respectively. The Nasdaq outperformed and Bitcoin also took off, climbing about...
- Tom Lee's Equity Strategy
The August 1982 moment: bear market “bottom” before Fed pivots – if true, new highs coming sooner than most expect
The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the “bottom is in” — the 2022 bear market is over.this was a big data week, with FOMC, 2Q GDP, housing and PCE (today)a huge miss on GDP, yet markets rallyFed raises +75bp and says...
Tom Lee's Equity Strategy
LEAD VS LAG: Case strengthening inflationary drivers peaked (“lead”), even if CPI remains elevated (“lag”) = market perception lagging
Incoming data this week has pointed to a pronounced softening of economic momentum globally, and this has pushed commodity prices lower and similarly pushed down...
First Word
Markets far more de-risked into June FOMC. And +75bp brings rates closer to market expectations.
Since Friday's CPI (higher CPI) and U Mich Consumer Confidence survey (rise in consumer inflation expectations), consensus expectations for June is now a 75bp hike...
Alpha City
My Work Suggests The Market Still Faces Several Risks
There was a bounce this week. As I've previously said, markets were getting tactically oversold, and I expected a tactical bounce after eight consecutive down...
- Your Weekly Roadmap
Few Bulls Standing Amidst Rising Market Volatility
Good Evening, There is an adage on Wall Street: _MARKETS TAKE THE STAIRCASE UP, AND THE ELEVATOR DOWN._ This week, however, markets got excited and took the elevator both ways in a rollercoaster tape for the stock market. The major averages took a unanimous tumble this week, with both the...
Your Weekly Roadmap
How to View This Turbulent Market
“_If you’re invested in security and certainty, you are on the wrong planet._” – Pema Chödrön During our Friday morning meeting in New York, Mark...
The Wall Street Debrief
How to View This Turbulent Market
Good Evening: “_If you’re invested in security and certainty, you are on the wrong planet._” – Pema Chödrön During our Friday morning meeting in New...
First Word
Clues continue to emerge for weakening labor = bad news is good for market stability
WEBINAR ALERT: 5/19 AT 2PM ET FOR FSINSIGHT MEMBERS We are delighted to announce we are hosting a webinar with Tom DeMark, founder of DeMark...
Funding Fridays
Decoupling VC From The Market
This week, venture capital apparently didn’t read any of the crypto news, nearly doubling last week’s fundraising total when the market dropped 25% over the...
