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Signal From Noise
Thu, December 1, 2022 | 3:04PM ET
FS Insight Team
FS Insight Team

5 Stocks for Times That Are A-Changin’

The line it is drawn,  The curse it is cast,  The slow one now,  Will later be fast,  As the present now,  Will later be...

First Word
Mon, October 31, 2022 | 7:50AM ET
Tom Lee
Tom Lee

Head of Research

Big data week ahead (JOLTS/FOMC) but bias positive as inflation discussion now more "two-sided" and stocks are not doing what consensus expects.

The reasons for stocks to continue falling are well known, among them:inflation too highFed going to keep pressure on marketsEurope entering a recessionChina zero COVID...

First Word
Fri, September 16, 2022 | 7:50AM ET
Tom Lee
Tom Lee

Head of Research

Nasdaq went "no bid" on 9/13 with zero stocks advancing. 13 of 13 times, Nasdaq 100 higher median 12M gain 21%. When already >25% drawdown, median gain +64%

In 2H2022, there have been two separate days where markets saw massive declines:post-Jackson Hole on 8/26post-August CPI on 9/13 In both instances, equites were reacting...

Your Weekly Roadmap
Fri, August 19, 2022 | 5:23PM ET
FS Insight Team
FS Insight Team

Markets Have First Down Week in Four, Meme Stocks Make a Comeback

Good Evening: The market had its first down week after a strong rally. Macro concerns are high and there’s no shortage of bears on the...

The Wall Street Debrief
Fri, August 19, 2022 | 5:22PM ET
FS Insight Team
FS Insight Team

Markets Have First Down Week in Four, Meme Stocks Make a Comeback

Good Evening: The market had its first down week after a strong rally. Macro concerns are high and there’s no shortage of bears on the...

First Word
Wed, August 3, 2022 | 7:50AM ET
Tom Lee
Tom Lee

Head of Research

If 73% was peak (% stocks >20% off highs), “buy the dip” regime is back = 2H rally

Investors remain broadly cautious on equities. This is completely understandable given the carnage in markets this year, along with the great uncertainties associated with the...

Signal From Noise
Thu, June 30, 2022 | 7:08PM ET
FS Insight Team
FS Insight Team

Three Stocks For Elevated Inflation and Volatility

"I like to compare the Fed's problem to the challenge of adjusting the shower in an old hotel, where there's a lag of 20 to...