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First Word
Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.
We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season. This explains why investors are sidelined but we need to be mindful...
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Daily Technical Strategy
Consumer Staples remains under pressure, & worse than Discretionary
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND THIS WEEK WHICH IS...
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First Word
GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).
Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar...
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First Word
Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.
We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season. This explains why investors are sidelined but we need to be mindful...
This report is accessible to
FSI Pro, FSI Macro
memberhips.
Sign up Here!
You currently can unlock 1 reports this month.
Already have an account? Sign In 013990-c73623-3db729-d08833-11406b
Daily Technical Strategy
Consumer Staples remains under pressure, & worse than Discretionary
US EQUITY INDICES AND TREASURY YIELDS REMAIN QUITE CHOPPY, BUT THE WEAKNESS COINCIDING WITH YIELDS PUSHING UP STILL LOOKS TO EXTEND THIS WEEK WHICH IS...
This report is accessible to
FSI Pro, FSI Macro
memberhips.
Sign up Here!
You currently can unlock 1 reports this month.
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First Word
GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).
Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar...
This report is accessible to
FSI Pro, FSI Macro
memberhips.
Sign up Here!
You currently can unlock 1 reports this month.
Already have an account? Sign In 013990-c73623-3db729-d08833-11406b
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