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EWBC
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$103.61
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+0.75%
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$103.72
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$104.51
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$101.88
Ticker Appearances
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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First Word
ECB makes dovish turn, risk rallies… a harbinger to when that day arrives for Fed. Removing tactical OW of regional banks.
We discuss: It’s been a data heavy week, but the big news is ECB yesterday and it’s dovish impact on bond markets. Please click below...
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First Word
"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP...
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First Word
FAANG default risk (CDS) less US govt = more reason to OW (even now). Regional banks see DeMark "13" buy setup = stick along with OW "temporary Fed put"
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY (traveling) _SKIP...
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First Word
Potentially "hot" April CPI report, testing height Fed pause bar...but so far 2023 is a "game of inches" where bulls gaining. Even global GDP creeping higher.
NEW: NOTICE NEW SECTION (BELOW): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS Market direction in 2023 feels like a "game of inches" (Al Pacino...
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First Word
Post-FOMC fallout creates temporary "Fed put" on regional banks -- hence, recommend 4-6 week tactical OW in regional banks $KRE plus 5 regional stocks
NEW: NOTICE NEW SECTION (BELOW): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS Last week, we were in Boston visiting with our institutional investor clients....
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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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Visitor: a672b3-52064a-8adabc-ede1b5-081abc
First Word
ECB makes dovish turn, risk rallies… a harbinger to when that day arrives for Fed. Removing tactical OW of regional banks.
We discuss: It’s been a data heavy week, but the big news is ECB yesterday and it’s dovish impact on bond markets. Please click below...
This report is accessible to
FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In a672b3-52064a-8adabc-ede1b5-081abc
Visitor: a672b3-52064a-8adabc-ede1b5-081abc
First Word
"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP...
This report is accessible to
FSI Pro, FSI Macro
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Already have an account? Sign In a672b3-52064a-8adabc-ede1b5-081abc
Visitor: a672b3-52064a-8adabc-ede1b5-081abc
First Word
FAANG default risk (CDS) less US govt = more reason to OW (even now). Regional banks see DeMark "13" buy setup = stick along with OW "temporary Fed put"
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY (traveling) _SKIP...
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FSI Pro, FSI Macro
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Already have an account? Sign In a672b3-52064a-8adabc-ede1b5-081abc
Visitor: a672b3-52064a-8adabc-ede1b5-081abc
First Word
Potentially "hot" April CPI report, testing height Fed pause bar...but so far 2023 is a "game of inches" where bulls gaining. Even global GDP creeping higher.
NEW: NOTICE NEW SECTION (BELOW): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS Market direction in 2023 feels like a "game of inches" (Al Pacino...
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FSI Pro, FSI Macro
memberships.
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Visitor: a672b3-52064a-8adabc-ede1b5-081abc
First Word
Post-FOMC fallout creates temporary "Fed put" on regional banks -- hence, recommend 4-6 week tactical OW in regional banks $KRE plus 5 regional stocks
NEW: NOTICE NEW SECTION (BELOW): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS Last week, we were in Boston visiting with our institutional investor clients....
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