Ticker Appearances
Daily Technical Strategy
Attractive areas within Consumer Discretionary to consider
US EQUITY TRENDS REMAIN BULLISH AND MILDLY OVERBOUGHT AFTER THIS RECENT EARLY JULY RUN-UP, AND IT REMAINS DIFFICULT TO FADE SPX OR QQQ AHEAD OF...
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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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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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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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Daily Technical Strategy
Attractive areas within Consumer Discretionary to consider
US EQUITY TRENDS REMAIN BULLISH AND MILDLY OVERBOUGHT AFTER THIS RECENT EARLY JULY RUN-UP, AND IT REMAINS DIFFICULT TO FADE SPX OR QQQ AHEAD OF...
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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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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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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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Daily Technical Strategy
Attractive areas within Consumer Discretionary to consider
US EQUITY TRENDS REMAIN BULLISH AND MILDLY OVERBOUGHT AFTER THIS RECENT EARLY JULY RUN-UP, AND IT REMAINS DIFFICULT TO FADE SPX OR QQQ AHEAD OF...
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