Ticker Appearances
First to Market
Diamonds: Not Everybody's Best Friend
CHART OF THE DAY GOOD MORNING! When Anglo American and Canada's Teck Resources announced plans to merge recently, the immediate takeaway revolved around what could...
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First Word
APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for...
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Daily Technical Strategy
AAPL behavior gives confidence ahead of this week’s CPI print
EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME WITHIN STRIKING DISTANCE OF LATE MARCH PEAKS. SPX HAS NEARLY RECAPTURED ALL OF THE PERIOD OF WEAKNESS...
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You’ve reached your 5 free reports this month.
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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...
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You’ve reached your 5 free reports this month.
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Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
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You’ve reached your 5 free reports this month.
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First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
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You’ve reached your 5 free reports this month.
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First to Market
Diamonds: Not Everybody's Best Friend
CHART OF THE DAY GOOD MORNING! When Anglo American and Canada's Teck Resources announced plans to merge recently, the immediate takeaway revolved around what could...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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First Word
APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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Daily Technical Strategy
AAPL behavior gives confidence ahead of this week’s CPI print
EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME WITHIN STRIKING DISTANCE OF LATE MARCH PEAKS. SPX HAS NEARLY RECAPTURED ALL OF THE PERIOD OF WEAKNESS...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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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...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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First Word
APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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Daily Technical Strategy
AAPL behavior gives confidence ahead of this week’s CPI print
EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME WITHIN STRIKING DISTANCE OF LATE MARCH PEAKS. SPX HAS NEARLY RECAPTURED ALL OF THE PERIOD OF WEAKNESS...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 5 free reports this month.
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