stocks
- Your Weekly Roadmap
- Signal From Noise
- First Word
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 lockdown continuesEarnings are slowingStock charts look like 2008 and many pundits say 2022 will be worse than 2008Russia-Ukraine war will linger for years Last week,...
First Word
Nasdaq down 7 days in a row, actually a constructive signal. Since 1970, stocks higher 74% of time 1M, 3M, 6M later.
Equities have sold off seemingly continuously since Jackson Hole (8/26), as the strong message from the Fed and uncertainty around Russia, China and economy have...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 24a4c3-25384c-4d07c7-f7cb9e-9490b0
Visitor: 24a4c3-25384c-4d07c7-f7cb9e-9490b0 Array ( [cookie] => 24a4c3-25384c-4d07c7-f7cb9e-9490b0 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Your Weekly Roadmap
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...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 24a4c3-25384c-4d07c7-f7cb9e-9490b0
Visitor: 24a4c3-25384c-4d07c7-f7cb9e-9490b0 Array ( [cookie] => 24a4c3-25384c-4d07c7-f7cb9e-9490b0 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
The Wall Street Debrief
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...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 24a4c3-25384c-4d07c7-f7cb9e-9490b0
Visitor: 24a4c3-25384c-4d07c7-f7cb9e-9490b0 Array ( [cookie] => 24a4c3-25384c-4d07c7-f7cb9e-9490b0 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
- First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs = Fed needs to tighten further = bad for stocksS&P 500 opened down -1.2%but gained throughout Friday and closed essentially flat (-0.12%) Friday trading is...
Tom Lee's Equity Strategy
Equities become ‘no bid’ and %-stocks >50D now 2.0%...4 stocks (of 9) need to fall to reach 1.2% seen Mar 23, 2020 and Dec. 24, 2018
Equities have suffered an utter meltdown in the past week as the hot inflation implications of U Mich and CPI pushed stocks into “no bid.”...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 24a4c3-25384c-4d07c7-f7cb9e-9490b0
Visitor: 24a4c3-25384c-4d07c7-f7cb9e-9490b0 Array ( [cookie] => 24a4c3-25384c-4d07c7-f7cb9e-9490b0 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Equities become "no bid" and %-stocks >50D now 2.0%... 4 stocks (of 9) need to fall to reach 1.2% seen Mar 23, 2020 and Dec 24, 2018
Equities have suffered an utter meltdown in the past week as the hot inflation implications of U Mich and CPI pushed stocks into "no bid."...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 24a4c3-25384c-4d07c7-f7cb9e-9490b0
Visitor: 24a4c3-25384c-4d07c7-f7cb9e-9490b0 Array ( [cookie] => 24a4c3-25384c-4d07c7-f7cb9e-9490b0 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
China ending Shanghai lockdowns sigh of relief and further alleviating downside pressure on stocks
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...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 24a4c3-25384c-4d07c7-f7cb9e-9490b0
Visitor: 24a4c3-25384c-4d07c7-f7cb9e-9490b0 Array ( [cookie] => 24a4c3-25384c-4d07c7-f7cb9e-9490b0 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Tom Lee's Equity Strategy
Treachery Is Fully Evident Markets, But Risk-Reward Is Looking Attractive for Growth Stocks
It's been very painful and I think it's clear that not only are equity markets nervous and edgy, but they're hyper, hyper sensitive to inflationary...
This report is accessible to FSI Pro, FSI Macro memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 24a4c3-25384c-4d07c7-f7cb9e-9490b0
Visitor: 24a4c3-25384c-4d07c7-f7cb9e-9490b0 Array ( [cookie] => 24a4c3-25384c-4d07c7-f7cb9e-9490b0 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )