Ticker Appearances
First Word
Daily Technical Strategy
Market internals worsening despite indices holding up
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER. TREASURY...
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First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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First Word
Market breadth expanding as 8 of 11 sectors above 20dma (vs 2 last month). 4 reasons "fresh capital” should invest in Industrials. 17 stock ideas.
As we move into the second week of June, our confidence that S&P 500 will gain >20% in 2023 has increased. The decisive upside breakout...
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First Word
Daily Technical Strategy
Market internals worsening despite indices holding up
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE PATH OF LEAST RESISTANCE REMAINS LOWER OVER THE FINAL COUPLE WEEKS OF SEPTEMBER. TREASURY...
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First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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First Word
Market breadth expanding as 8 of 11 sectors above 20dma (vs 2 last month). 4 reasons "fresh capital” should invest in Industrials. 17 stock ideas.
As we move into the second week of June, our confidence that S&P 500 will gain >20% in 2023 has increased. The decisive upside breakout...
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First Word
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