Wed June 21, 2023

GRANNY UPDATE: 5 Updated Super and 5 Sleeper Grannies

Please click below to view yesterday's Macro Minute (duration: 4:56). https://vimeo. com/838030194/ba2f64e13a? share=copy Today at 2pm, we update the top 5 "Super Grannies" and bottom 5 "Sleeper Grannies. " If...

Tue June 20, 2023

June 2023 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Wed June 14, 2023

Divergences Likely to Persist

Well, it seems that the ball game is over, and the bulls have clearly won.  Inflation is dead, the Fed should be easing anytime soon, the expected recession has been...

Fri May 26, 2023

A week of market churning (-1%... debt ceiling) but triumph of thematic investing (FAANG/AI +2.2%). Market breadth better than pundits argue as 142 stocks beating market (28%) YTD.

NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES SKIP MONDAY <– Memorial Day Holiday SKIP TUESDAY Wednesday SKIP THURSDAY Friday ________________________________________________ In case you missed our webinar "Super...

Tue May 23, 2023

GRANNY UPDATE: 5 Super Grannies and 5 Sleeper Grannies

Today, 5/23, we will be unveiling our top "Super Granny Shots" and bottom "Sleeper Granny Shots" stock picks. Please find the Slide Deck linked here for the live webinar which...

Thu May 18, 2023

"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 TUESDAY Wednesday _Thursday <-- _Schedule...

Thu May 11, 2023

May 2023 Upticks

UPDATE April certainly brought about some surprises, and it’s no stretch to say investing has become a bit more difficult in the last month, despite S&P having risen five of...

Mon May 1, 2023

April 2023 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Wed April 26, 2023

Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).

Reminder, tune in this coming Thursday to an important webinar ___________________________________GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES ___________________________________ Equity markets came under selling pressure on Tuesday,...

Wed April 19, 2023

Medical Devices breakout should give Healthcare a further boost

I WILL NOT BE PUBLISHING FRIDAY, 4/21 DUE TO TRAVEL PLANS. THANK YOU FOR YOUR UNDERSTANDING. https://youtu. be/fJHwBQMR5v8 No evidence of any change of trend, and repeated attempts at taking...

Thu March 23, 2023

March 2023 Dunks Update

IMPORTANT NOTE:  Dear clients and readers, I want to apologize for the delay in releasing my Dunk’s Update and for the irregularity in my recent publishing schedule. As I also...

Mon February 27, 2023

Bounce largely uninspiring but a tradable bottom looks near

Treasury yields and the US Dollar both stalled out and have consolidated gains in recent days.  Treasuries look likely to reverse course and very well could get a reprieve from...