Tue October 24, 2023

Tech remains quite strong vs. SPX despite some mixed results

QQQ, DJIA AND SPX ARE RIGHT AT OCTOBER LOWS, AND SHOULD ATTEMPT TO MAKE A STAND THIS WEEK.  HOWEVER, THIS LIKELY DOES DEPEND ON STELLAR TECHNOLOGY EARNINGS ALONG WITH A...

Mon October 23, 2023

Can Large-Cap Technology earnings save the Stock market?

QQQ, DJIA AND SPX ARE RIGHT AT OCTOBER LOWS, AND SHOULD ATTEMPT TO MAKE A STAND THIS WEEK, I BELIEVE.  HOWEVER, THIS LIKELY DOES DEPEND ON A LARGER ROLLING OVER...

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...

Thu October 12, 2023

Big Data, Big World

“There were 5 exabytes of information created between the dawn of civilization through 2003, but that much information is now created every two days.” ~ Eric Schmidt, former CEO of...

Wed October 11, 2023

Fed-speak unwinding hawkish ripples since Sept FOMC. Adding case for a downturn in yields = P/E expansion ahead = supports YE rally

We discuss: how 10-yr yields are running out of reasons to rise at a time when Fed-speak has distinctively turned dovish.  And P/E multiples for stocks are just not that...

Fri September 22, 2023

GRANNY SHOTS: September Super Granny update. 

WE WILL NOT BE HAVING AN ASSOCIATED WEBINAR FOR THE SEPTEMBER SUPER GRANNY UPDATE THIS MONTH.UPDATING 5 SUPER AND 5 SLEEPER GRANNIESCHARTBOOK LINKED ABOVE “Super Grannies” (long) and “Sleeper Grannies”...

Thu August 3, 2023

5 Reasons why Treasury Yields likely stall out into next week

MARKETS LOOK TO HAVE TURNED DOWN ON SCHEDULE.  HOWEVER, I SUSPECT THIS WON’T PROVE EASY FOR MARKET BEARS AND CYCLES SHOW A POTENTIAL TURN 8/7-8/9, WHICH I SUSPECT WILL BE...

Wed August 2, 2023

Initial SPX selloff likely bottoms by 8/8; Amazon, Apple analyzed

MARKETS LOOK TO HAVE TURNED DOWN ON SCHEDULE.  HOWEVER, I SUSPECT THIS WON’T PROVE EASY FOR MARKET BEARS, AND CYCLES SHOW A POTENTIAL TURN 8/7-8/9, WHICH I SUSPECT WILL BE...

Mon July 10, 2023

Has “FANG” peaked out?  Don’t bet on it, but Small-caps could lead

TREND BULLISH - EXPECT RECENT CONSOLIDATION IS NEARLY COMPLETE & SPX BEGINS TO PUSH BACK HIGHER POST WEDNESDAY’S CPI PRINT The minor stalling out in US benchmark indices doesn’t appear...

Thu June 29, 2023

The Innovative Genius of the Magnificent Seven 

The other day, Tom Lee noted in a Macro Minute video that Granny Shots is our core stock portfolio -- the best of the best. Since its inception in 2019,...

Tue June 20, 2023

June 2023 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Wed June 14, 2023

Divergences Likely to Persist

Well, it seems that the ball game is over, and the bulls have clearly won.  Inflation is dead, the Fed should be easing anytime soon, the expected recession has been...