Ticker Appearances
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Your Weekly Roadmap
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Signal From Noise
Harley-Davidson's ($HOG) Earnings Blowout Shows Company Is On Right Track
Few companies could be a better poster-child for why many institutional investors hate what we like to call Epicenter stocks then the quintessential but also...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT -0.57% , VNO -0.28% 13 Additions: AZO 1.37% , HOG -0.76% , GRMN -0.02% , MGM 0.69% , WH 2.94% , GPS, LB -0.07% , VIRT -3.12% , AGCO 1.79% , OC 0.76% , UBER 0.49% . EXP 0.72% , NUE 2.17% 35 "POWER TRIFECTA" STOCKS IDEAS:...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Global cases within 8% of all-time highs, even as USA down 80%. Energy down 8 of the last 10 days, in past 20 years >8 of last 10 days point to strong 3M gains
But as the global case count below shows, COVID-19 is still spreading wildly and prolifically across the World. In fact, the 7-day avg cases of...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Michigan COVID-19 hospitalizations could surge to new highs in coming weeks. S&P 500 gains YTD explained by +6.4% revisions to 2021 EPS by Street
Is there a common thread to explain this? I am not entirely clear. And of these states, MI seems to be experiencing the worst of...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Your Weekly Roadmap
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Your Weekly Roadmap
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Signal From Noise
Harley-Davidson's ($HOG) Earnings Blowout Shows Company Is On Right Track
Few companies could be a better poster-child for why many institutional investors hate what we like to call Epicenter stocks then the quintessential but also...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT -0.57% , VNO -0.28% 13 Additions: AZO 1.37% , HOG -0.76% , GRMN -0.02% , MGM 0.69% , WH 2.94% , GPS, LB -0.07% , VIRT -3.12% , AGCO 1.79% , OC 0.76% , UBER 0.49% . EXP 0.72% , NUE 2.17% 35 "POWER TRIFECTA" STOCKS IDEAS:...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Global cases within 8% of all-time highs, even as USA down 80%. Energy down 8 of the last 10 days, in past 20 years >8 of last 10 days point to strong 3M gains
But as the global case count below shows, COVID-19 is still spreading wildly and prolifically across the World. In fact, the 7-day avg cases of...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
First Word
COVID-19 UPDATE: Michigan COVID-19 hospitalizations could surge to new highs in coming weeks. S&P 500 gains YTD explained by +6.4% revisions to 2021 EPS by Street
Is there a common thread to explain this? I am not entirely clear. And of these states, MI seems to be experiencing the worst of...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Your Weekly Roadmap
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 17 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Visitor: 2c4bce-4a1783-f0a39d-fcb839-ad2f1a Array ( [cookie] => 2c4bce-4a1783-f0a39d-fcb839-ad2f1a [current_usage] => 17 [max_usage] => 2 [current_usage_crypto] => 3 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.212 )
Not Available
Articles Read 2/2
🎁 Unlock 1 extra article by joining our Community!
You’ve reached your limit of 2 free monthly articles. Please enter your email to unlock 1 more articles.
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a
Already have an account? Sign In 2c4bce-4a1783-f0a39d-fcb839-ad2f1a