Ticker Appearances
First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Daily Technical Strategy
Healthcare, Financials & Industrials comeback has been constructive
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 SUGGESTS A LIKELY PUSH TO...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Daily Technical Strategy
Defensives finally strengthening as key Cycle date nears
MARKETS HAVE ENTERED A WINDOW FOR POTENTIAL SHORT-TERM TREND CHANGE, BUT DO NOT EXPECT MUCH SELLING UNTIL AUGUST. NEAR-TERM, AN SPX-4500-4600 RANGE MIGHT HOLD INTO...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Daily Technical Strategy
Medical Devices breakout should give Healthcare a further boost
I WILL NOT BE PUBLISHING FRIDAY, 4/21 DUE TO TRAVEL PLANS. THANK YOU FOR YOUR UNDERSTANDING. No evidence of any change of trend,...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
Updating "Granny shots": +9 additions, -5 deletions
Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Signal From Noise
Healthcare Showing Promise: Why We’re Bullish
Healthcare conversations over the past two years have centered almost exclusively on COVID-19, vaccinations, and therapeutics. Yet the dynamic sector offers much more to dissect...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
The August 1982 moment: bear market "bottom" before Fed pivots -- if true, new highs coming sooner than most expect
The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the "bottom is in" -- the 2022 bear market is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
After July FOMC, entire yield curve will be at or above "neutral rate" = optionality = 2H rally view intact
A big data week is ahead, with 3 major data incoming:7/27 is July FOMC --> +75bp is base case and few surprises expected7/28 2Q GDP...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Daily Technical Strategy
Healthcare, Financials & Industrials comeback has been constructive
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 SUGGESTS A LIKELY PUSH TO...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Daily Technical Strategy
Defensives finally strengthening as key Cycle date nears
MARKETS HAVE ENTERED A WINDOW FOR POTENTIAL SHORT-TERM TREND CHANGE, BUT DO NOT EXPECT MUCH SELLING UNTIL AUGUST. NEAR-TERM, AN SPX-4500-4600 RANGE MIGHT HOLD INTO...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Daily Technical Strategy
Medical Devices breakout should give Healthcare a further boost
I WILL NOT BE PUBLISHING FRIDAY, 4/21 DUE TO TRAVEL PLANS. THANK YOU FOR YOUR UNDERSTANDING. No evidence of any change of trend,...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
Updating "Granny shots": +9 additions, -5 deletions
Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Signal From Noise
Healthcare Showing Promise: Why We’re Bullish
Healthcare conversations over the past two years have centered almost exclusively on COVID-19, vaccinations, and therapeutics. Yet the dynamic sector offers much more to dissect...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
The August 1982 moment: bear market "bottom" before Fed pivots -- if true, new highs coming sooner than most expect
The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the "bottom is in" -- the 2022 bear market is...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
After July FOMC, entire yield curve will be at or above "neutral rate" = optionality = 2H rally view intact
A big data week is ahead, with 3 major data incoming:7/27 is July FOMC --> +75bp is base case and few surprises expected7/28 2Q GDP...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Daily Technical Strategy
Healthcare, Financials & Industrials comeback has been constructive
SPX’S TECHNICAL TREND, BREADTH, AND MOMENTUM BEGAN TO TURN MORE BULLISH LATE LAST WEEK, AND THE MOVE ABOVE SPX 6021 SUGGESTS A LIKELY PUSH TO...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 56 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Visitor: dbb8ac-1c1019-ef776f-77e699-fe75cc Array ( [cookie] => dbb8ac-1c1019-ef776f-77e699-fe75cc [current_usage] => 56 [max_usage] => 2 [current_usage_crypto] => 17 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.38 )
Articles Read 2/2
🎁 Unlock 1 extra article by joining our Community!
You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc
Already have an account? Sign In dbb8ac-1c1019-ef776f-77e699-fe75cc