Ticker Appearances
First Word
As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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First Word
Positive developments on tariff front as Lutnick tells CNBC "one deal is done" and key Wed is March Core PCE
VIDEO: Equities continue to drift higher, more evidence that many stocks got "washed out." and as long as macro developments remain supportive, we see upside....
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First Word
Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25
VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed...
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First Word
Thursday's Zweig breadth thrust is the 4th confirming signal high probability "low is in" for equities even as macro remains uncertain. 22 Large-cap ideas and 27 SMID-cap
VIDEO: While the chasm between macro (bearish) and equity internals (bullish) is wide, Thursday we got the 4th confirming signal. Please click below to view...
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First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM 0.37% ) are leading gains, even...
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First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
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First Word
As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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First Word
Positive developments on tariff front as Lutnick tells CNBC "one deal is done" and key Wed is March Core PCE
VIDEO: Equities continue to drift higher, more evidence that many stocks got "washed out." and as long as macro developments remain supportive, we see upside....
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First Word
Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25
VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed...
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First Word
Thursday's Zweig breadth thrust is the 4th confirming signal high probability "low is in" for equities even as macro remains uncertain. 22 Large-cap ideas and 27 SMID-cap
VIDEO: While the chasm between macro (bearish) and equity internals (bullish) is wide, Thursday we got the 4th confirming signal. Please click below to view...
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First Word
Fed "recalibrate" easing cycle = investors to "recalibrate" and embrace small-caps
This is day two since the Fed initiated a rate cutting cycle, and markets are reacting positively. Most notably, small-caps (IWM 0.37% ) are leading gains, even...
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First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
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First Word
As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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First Word
Positive developments on tariff front as Lutnick tells CNBC "one deal is done" and key Wed is March Core PCE
VIDEO: Equities continue to drift higher, more evidence that many stocks got "washed out." and as long as macro developments remain supportive, we see upside....
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First Word
Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25
VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed...
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First Word
Thursday's Zweig breadth thrust is the 4th confirming signal high probability "low is in" for equities even as macro remains uncertain. 22 Large-cap ideas and 27 SMID-cap
VIDEO: While the chasm between macro (bearish) and equity internals (bullish) is wide, Thursday we got the 4th confirming signal. Please click below to view...
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First Word
Post-FOMC, how equity markets trade in the next few weeks (or so) is noise. Fed "put" is back and 3 reasons the "good news not priced in"
Today is a short note in front of the Sept FOMC rate decision, which will be released at 2pm ET on Wed afternoon (9/18). There...
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First Word
Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
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