stocks
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- 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...
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...
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...
- 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.”...
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."...
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...
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...
