Ticker Appearances
Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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Daily Technical Strategy
Technology saves the day again
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT MOMENTUM REMAINS UNDER PRESSURE IN THE NEAR-TERM, GIVEN THE RECENT STALLING OUT INTO THIS...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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Daily Technical Strategy
Software continues to make strides vs. Semiconductors
EQUITY TRENDS REMAIN BULLISH FROM EARLY AUGUST BUT HAVE SHOWN MILD CONSOLIDATION OVER THE LAST TWO WEEKS WHICH HAS RESULTED IN A 2% DECLINE IN...
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First Word
October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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First Word
Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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
Technology saves the day again
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT MOMENTUM REMAINS UNDER PRESSURE IN THE NEAR-TERM, GIVEN THE RECENT STALLING OUT INTO THIS...
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You’ve reached your 5 free reports this month.
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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Daily Technical Strategy
Software continues to make strides vs. Semiconductors
EQUITY TRENDS REMAIN BULLISH FROM EARLY AUGUST BUT HAVE SHOWN MILD CONSOLIDATION OVER THE LAST TWO WEEKS WHICH HAS RESULTED IN A 2% DECLINE IN...
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First Word
October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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First Word
Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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Daily Technical Strategy
Technology saves the day again
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT MOMENTUM REMAINS UNDER PRESSURE IN THE NEAR-TERM, GIVEN THE RECENT STALLING OUT INTO THIS...
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You’ve reached your 5 free reports this month.
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Daily Technical Strategy
Software continues to make strides vs. Semiconductors
EQUITY TRENDS REMAIN BULLISH FROM EARLY AUGUST BUT HAVE SHOWN MILD CONSOLIDATION OVER THE LAST TWO WEEKS WHICH HAS RESULTED IN A 2% DECLINE IN...
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
October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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You’ve reached your 5 free reports this month.
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First Word
Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.
VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...
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You’ve reached your 5 free reports this month.
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First Word
October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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First Word
Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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