Ticker Appearances
Signal From Noise
Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman
Quantum stocks might be having their moment and investment-focused observers might view this as cutting edge. But just as AI has its academic roots in...
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First to Market
Trump Takes His Own Swipe at the House of Cards
CHART OF THE DAY GOOD MORNING! President Trump's populist focus on affordability has shifted to the credit-card industry and has sent the shares of major...
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Daily Technical Strategy
Technical Writeups of Top Stocks within Tom Lee’s Large-cap/SMID Core list
NEAR-TERM EQUITY TRENDS ARE BULLISH, AND IT’S EXPECTED THAT QQQ WILL SOON BREAK OUT TO JOIN THE MOVE BACK TO NEW HIGHS, WHICH HAS BEEN...
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First Word
January 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. ________________________________________________ TO DOWNLOAD THE SLIDE DECK FOR OUR...
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First Word
VIX surge to 25 shows "fear" creeping in. AAII flips negative again, which we view as contrarian positive. We still see S&P 500 7,000 by year-end.
The S&P 500 is up +1.17% so far this week and down -0.9% for the month. Not bad. But the level of "apprehension" for equities...
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Daily Technical Strategy
Industrials, Consumer Discretionary joining Financials in strong bounce
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND THE EXTENT TO WHICH BOTH INDUSTRIALS AND CONSUMER DISCRETIONARY HAVE BEGUN TO TURN HIGHER TO JOIN FINANCIALS LOOKS...
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First Word
We are keeping our eyes on 5 things in Oct. Key is seasonally strong = S&P 500 7,000 intact
Video_: _The govt shutdown is dovish because it is putting downward pressure on economy = dovish and it is not raising inflation pressures = dovish. ...
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First Word
July Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks fell today arguably because June Core CPI showed signs of...
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Daily Technical Strategy
Super Granny & Super SMID picks for June
Below is a technical write-up of June’s Super Granny and Super SMID stocks GRANNY SHOTS - SUPER GRANNIES - These stocks look like some of...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ -1.30% AS OF TUESDAY’S CLOSE, ^SPX WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ -1.30% ...
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Signal From Noise
Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman
Quantum stocks might be having their moment and investment-focused observers might view this as cutting edge. But just as AI has its academic roots in...
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First to Market
Trump Takes His Own Swipe at the House of Cards
CHART OF THE DAY GOOD MORNING! President Trump's populist focus on affordability has shifted to the credit-card industry and has sent the shares of major...
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Daily Technical Strategy
Technical Writeups of Top Stocks within Tom Lee’s Large-cap/SMID Core list
NEAR-TERM EQUITY TRENDS ARE BULLISH, AND IT’S EXPECTED THAT QQQ WILL SOON BREAK OUT TO JOIN THE MOVE BACK TO NEW HIGHS, WHICH HAS BEEN...
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First Word
January 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. ________________________________________________ TO DOWNLOAD THE SLIDE DECK FOR OUR...
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First Word
VIX surge to 25 shows "fear" creeping in. AAII flips negative again, which we view as contrarian positive. We still see S&P 500 7,000 by year-end.
The S&P 500 is up +1.17% so far this week and down -0.9% for the month. Not bad. But the level of "apprehension" for equities...
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Daily Technical Strategy
Industrials, Consumer Discretionary joining Financials in strong bounce
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND THE EXTENT TO WHICH BOTH INDUSTRIALS AND CONSUMER DISCRETIONARY HAVE BEGUN TO TURN HIGHER TO JOIN FINANCIALS LOOKS...
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First Word
We are keeping our eyes on 5 things in Oct. Key is seasonally strong = S&P 500 7,000 intact
Video_: _The govt shutdown is dovish because it is putting downward pressure on economy = dovish and it is not raising inflation pressures = dovish. ...
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First Word
July Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks fell today arguably because June Core CPI showed signs of...
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Daily Technical Strategy
Super Granny & Super SMID picks for June
Below is a technical write-up of June’s Super Granny and Super SMID stocks GRANNY SHOTS - SUPER GRANNIES - These stocks look like some of...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ -1.30% AS OF TUESDAY’S CLOSE, ^SPX WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ -1.30% ...
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Daily Technical Strategy
Technical Writeups of Top Stocks within Tom Lee’s Large-cap/SMID Core list
NEAR-TERM EQUITY TRENDS ARE BULLISH, AND IT’S EXPECTED THAT QQQ WILL SOON BREAK OUT TO JOIN THE MOVE BACK TO NEW HIGHS, WHICH HAS BEEN...
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Daily Technical Strategy
Industrials, Consumer Discretionary joining Financials in strong bounce
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND THE EXTENT TO WHICH BOTH INDUSTRIALS AND CONSUMER DISCRETIONARY HAVE BEGUN TO TURN HIGHER TO JOIN FINANCIALS LOOKS...
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First Word
We are keeping our eyes on 5 things in Oct. Key is seasonally strong = S&P 500 7,000 intact
Video_: _The govt shutdown is dovish because it is putting downward pressure on economy = dovish and it is not raising inflation pressures = dovish. ...
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First Word
July Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks fell today arguably because June Core CPI showed signs of...
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Daily Technical Strategy
Super Granny & Super SMID picks for June
Below is a technical write-up of June’s Super Granny and Super SMID stocks GRANNY SHOTS - SUPER GRANNIES - These stocks look like some of...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ -1.30% AS OF TUESDAY’S CLOSE, ^SPX WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ -1.30% ...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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Daily Technical Strategy
Some reasons to be optimistic despite the Tariff “Doom and gloom”
DESPITE THE ONGOING VOLATILITY, THIS WEEK’S PRICE ACTION SUGGESTS SHORT-TERM STABILITY FOR US EQUITIES, AND LIKELY CAN BEGIN TO LEAD MARKETS HIGHER IN A “2-STEPS...
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First Word
First Word
March Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. Please click below to view our Macro Minute video (duration: 4:12). https://vimeo....
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