Thu February 8

Is There an Investment Premium on “Vice”?

At publication time, we find ourselves just a few days before the end of Carnival season. For many Christians, Carnival precedes the more austere period of self-denial, prayer, and contemplation...

Mon October 23, 2023

Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.

We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season.  This explains why investors are sidelined but we need to be mindful that markets bottom on bad...

Tue September 19, 2023

Consumer Staples remains under pressure, & worse than Discretionary

US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND THIS WEEK WHICH IS ONE OF THE MORE SEASONALLY...

Wed July 19, 2023

GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).

Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar block below. ________________________________________________ _TODAY'S NOTE...

Thu May 18, 2023

"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.

NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP TUESDAY Wednesday _Thursday <-- _Schedule...

Wed April 26, 2023

Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).

Reminder, tune in this coming Thursday to an important webinar ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES ___________________________________ Equity markets came under selling pressure on Tuesday,...

Mon January 30, 2023

Bond and equity volatilities at lowest levels since 2021 = supportive >20% rise in 2023. Updating "Granny shots" +12 adds (-12 deletes). 2023 YTD +39bp outperformance. 2022 +395bp outperformance. List adds attached.

The most important event in the coming week is the Feb FOMC decision (2/1). We will have more comprehensive thoughts on Wednesday, but as many are aware, we expect the...

Wed January 18, 2023

Defensive groups not offering much Safety as stocks and bond yields break down in tandem

Over the last few days it’s been discussed how markets were nearing resistance.  Yet, is it correct to think that “bad news” was truly bad news for stocks if rates...

Tue September 27, 2022

Defensives give way again, as Technology holds strong

1 year ago Members Only: FSI Macro and FSI Pro LIVE Technical Stock Analysis - September 2022 Speaker: [Mark] Mark L. Newton, CMT AC Head of Technical Strategy Watch the...

Mon July 11, 2022

What Our Clients Are Talking About Behind The Scenes

FLASH COMMENTS: Last week, I did my deep dive into my single stock quantitative selection model that I call ERM and was looking quite closely at the earnings revisions of...

Mon June 13, 2022

What Our Clients Are Talking About Behind The Scenes

At the start of last week, I released my updated sector recommendations (Sectors Update) and Whispers (Previous Whispers) where I continued to suggest that my work had not been supporting...

Fri June 10, 2022

Markets Sell-Off on Hot Inflation, Bad Consumer Sentiment

Good Evening: Markets were thrashed on Friday by a white-hot CPI print and also the lowest level for the University of Michigan Consumer Sentiment survey in the entire history of...