Wed September 13

Market internals worsening despite indices holding up

US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER.  TREASURY YIELDS LOOK LIKELY TO BREAK...

Wed September 6

Many Airlines look to be bottoming technically by next week

US EQUITY INDICES HAVE NOW WEAKENED FOR THE THIRD STRAIGHT SESSION AS TREASURY YIELDS HAVE PRESSED HIGHER;  AT PRESENT, YIELDS ARE NEARING A “DO-OR-DIE” AREA OF RESISTANCE, WHILE STOCKS ARE...

Fri June 16

June FOMC is a reminder key story arc is "inflation war" not hard landing. 10 "fresh money" ideas to leverage expanding market breadth.

NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES _We publish on a 3-day a week schedule:_ _SKIP MONDAY _ <-- Market Holiday SKIP TUESDAY Wednesday SKIP THURSDAY Friday...

Thu June 8

DJ Transportation Avg. & NYSE AD line have also broken out

TREND BULLISH - EXPECT RALLY UP TO SPX 4325 BEFORE POSSIBLE MINOR STALLOUT.  PULLBACKS SHOULD BE BUYABLE WHEN THEY OCCUR FOR ADDITIONAL STRENGTH IN JUNE. A late day rally let...

Tue February 15, 2022

Travel & Leisure continues to make headway

Snapback bounce encouraging, but has more work to do, to have confidence of markets beginning a larger rallyTravel & Leisure stocks have now been rising for four straight weeks and...

Thu December 23, 2021

Year-End Signal From Noise Wrap-Up

We dive into some of our Signals from 2021 to check in on how we feel about the prospects of these companies heading into 2022.Our favorite three areas for 2022...

Thu December 2, 2021

Signal From Noise Q3 Updates

We address the evolving risk/reward tradeoff of Alibaba ($BABA) after the stock has broken through the three-year low. We expect it to be an opportunity in the future, but right...

Fri September 3, 2021

SIGNAL FROM NOISE: Q2 Wrap Up

We provide an update on the Mudrick Capital/Topps SPAC ($MUDS)We provide an update on Real Networks ($RNWK)We provide an update on EOG Resource ($EOG)We provide an update on Alibaba ($BABA)We...

Fri April 9, 2021

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the FIRST WORD dated April 9, 2020. We’ve republished it here in order to highlight it for our valued subscribers. _STRATEGY: UPDATING EPICENTER TRIFECTA LIST  – 24...