Tue December 12, 2023

Insurance stocks are likely beginning a late inning advance  

US EQUITIES AND TREASURIES LOOK TO BE NEAR RESISTANCE, WHILE THE US DOLLAR INDEX HAS BEGUN TO RALLY.  A MAJORITY OF THE MAJOR SECTORS ARE ALSO NOW RIGHT NEAR MEANINGFUL...

Tue December 5, 2023

AAPL strength helpful to markets despite all 11 sectors lower

NEAR-TERM TRENDS FOR US EQUITIES AND TREASURIES SEEM TO BE AT RESISTANCE, WHILE THE US DOLLAR INDEX HAS BEGUN TO RALLY.  A MAJORITY OF THE MAJOR SECTORS ARE ALSO NOW...

Wed November 15, 2023

GRANNY SHOTS: November Super Granny update. High potential names to own for YE rally.

Today, 11/15, we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If you have not yet registered, sign up with the...

Wed October 18, 2023

GRANNY SHOTS: Oct 2023 rebalance +7 adds/-6 deletes. Plus, October Super and Sleeper Grannies. 2023 YTD +19.3% (+543bp vs S&P 500).

On Wednesday, 10/18 , we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies.“ If you have not yet registered, sign up with the webinar block below. ________________________________________________...

Mon October 16, 2023

Top Insurance names to consider after attractive breakout

US EQUITY MARKETS LIKELY HAVE BEGUN THEIR TREK BACK TO TEST JULY 2023 HIGHS.   BOTH US DOLLAR ALONG WITH TREASURY YIELDS ARE LIKELY TO SHOW FURTHER DETERIORATION IN OCTOBER, BUT...

Mon March 20, 2023

Stabilization and rally in the Banks looks likely post FOMC meeting

Similar to last week’s gains, seeing lopsided participation out of the Cyclicals while Tech is largely absent does not equate to the market being vulnerable.  Conversely, if late 2021 taught...