Wed April 24

Earnings in MSFT and GOOGL might hold the key

THE RALLY WHICH STARTED MONDAY LIKELY SHOULD CARRY SPX BACK TO 5400.  A FIVE-WAVE ADVANCE HIGHER REPRESENTED THE FIRST REAL POSITIVE STRUCTURAL EFFORT OFF THE LOWS, AND BOTH US DOLLAR...

Mon April 15

QQQ support violation postpones immediate rally

THE RECENT SELLOFF TOOK A TURN FOR THE WORSE WITH THE BREAK OF MULTI-WEEK LOWS IN QQQ, REPRESENTING THE WORST TWO-DAY SELLOFF SINCE OCTOBER 2023.  WHILE I ARGUED IN LAST...

Mon April 1

Eastern Bunny

A daily market update from FS Insight — what you need to know ahead of opening bell “In newness we are forced into presence and focus. Newness can even slow...

Thu March 28

Gaining Through Weight Loss: The Opportunity for Investors as Ozempic, Mounjaro Tackle Obesity

Obesity is a U.S. and global public-health problem. The global obesity rate has nearly doubled since 1980, and the World Health Organization estimates that nearly 1 billion people (adults, adolescents,...

Fri March 22

Market Takes Off After FOMC

Good evening, The focal point of this week’s trading was the March 19-20 meeting of the Federal Open Market Committee (FOMC). By now, the phrase “dot plot” has essentially become...

Wed March 20

Upticks - March 2024

DAILY TECHNICAL STRATEGY VIDEO (3/20/24) https://vimeo. com/925630513/737cdcd16d? share=copy UPTICKS - NEWTON'S LAW _(New Additions in Bold) _ Souce: Fundstrat, Bloomberg 4 NEW ADDITIONS$MSTR - MicroStrategy Inc$ORCL - Oracle Corp$FCX -...

Tue March 12

Red in Tooth and Claw

A daily market update from FS Insight — what you need to know ahead of opening bell "Russia is never as strong as she looks; Russia is never as weak...

Wed February 28

Cats as Oracles

A daily market update from FS Insight — what you need to know ahead of opening bell "The best way to predict the future is to create it." — Peter...

Tue February 27

Consumer Discretionary clawing back & worth watching

EQUITY TRENDS SHOW NO EVIDENCE OF WAVERING -  SPX TRENDS REMAIN POSITIVE AND PRICES HAVE PUSHED THROUGH THE PRESIDENTS’ DAY WEEKEND WITH LITTLE TO NO REAL EVIDENCE OF TREND FAILURE. ...

Mon February 26

NVDA 4Q23 EPS increase was $10.7b of S&P 500 EPS gain $34.9B (31%). AMZN another 30%. Ex-bottom 15 cos, S&P 500 EPS growth >14%

VIDEO: NVDA accounted for 31% of all profit growth in 4Q23, so a strong argument against a bubble.  Inflation remains the unknown near-term. Please click below to view our Macro Minute...

Fri February 23

Nvidia Propels Global Stock Indices to New Records, Shows Rally Still Has Firepower

Good evening, This week, Nvidia ($NVDA) released quarterly results that arguably blew away everyone’s expectations. Fundstrat Head of Research Tom Lee has been a vocal advocate for the company’s potential...

Fri February 2

Healthy Earnings Power the S&P To New Levels; Chances of a March Cut Remain

Good evening, This was an important week for markets, with myriad macroeconomic catalysts having their say. “We learned a lot this week,” Fundstrat Head of Research Tom Lee told us....