Mon March 25

The Truth Is...

A daily market update from FS Insight — what you need to know ahead of opening bell "Truth is often eclipsed but never extinguished." — Livy OVER THE WEEKEND Senior...

Fri March 22

Market Takes Off After FOMC

Good evening, The focal point of this week’s trading was the March 19-20 meeting of the Federal Open Market Committee (FOMC). By now, the phrase “dot plot” has essentially become...

Thu March 21

Technical Writeups of Super Granny-shot picks

SUMMARY: I CONTINUE TO SEE THE US STOCK MARKET AS BEING ATTRACTIVE, TECHNICALLY SPEAKING, AND DO NOT FEEL SUFFICIENT RISK IS THERE TO WARRANT A SELLOFF AT THIS TIME. WHILE...

Thu March 21

GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."

On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and SMID Granny Shot portfolios. We...

Tue March 12

Red in Tooth and Claw

A daily market update from FS Insight — what you need to know ahead of opening bell "Russia is never as strong as she looks; Russia is never as weak...

Wed February 7

4Q23 EPS: 4 reasons EPS results are better than appears on surface, including potential China bottom.

VIDEO: We discuss 4 factors that suggest 4Q23 EPS season stronger than many realize. Please click below to view our Macro Minute (duration: 3:56). https://vimeo. com/910601604/8c4b44e130? share=copy This week will...

Fri February 2

Healthy Earnings Power the S&P To New Levels; Chances of a March Cut Remain

Good evening, This was an important week for markets, with myriad macroeconomic catalysts having their say. “We learned a lot this week,” Fundstrat Head of Research Tom Lee told us....

Fri February 2

Broadening out of market at new highs will be important

DIVERGENCE BETWEEN THE TOP PERFORMING STOCKS WITHIN TECHNOLOGY AND THE BROADER MARKET GREW EVER MORE EXTREME THIS PAST WEEK.  HOWEVER, THIS DOESN’T NECESSARILY IMPLY A LARGE SELLOFF IS IMMINENT.  A...

Fri February 2

Texas Hold 'Em

A daily market update from FS Insight — what you need to know ahead of opening bell “The philosophers have only interpreted the world, in various ways. The point, however,...

Fri February 2

This week's gauntlet shows equity markets are getting stronger. Earnings visibility strengthening as 43% cos post >10% EPS growth.

VIDEO: We discuss how this week shows the equity markets are getting stronger, handling bad news with resilience and earnings visibility improving. Please click below to view our Macro Minute...

Thu February 1

AAPL $180 level is the “Line in the Sand” for investors

PULLBACK IN SPX AND $QQQ HAS NOT DAMAGED THE UPTREND HEADING INTO THE BUSIEST WEEK OF EARNINGS FOR THE QUARTER, AND S&P FUTURES LOOK TO BE INDICATED HIGHER FOLLOWING EARNINGS...

Tue January 30

GOOGL and MSFT look attractive on weakness into Wednesday

“_Magnificent 7” was a term invented by BofA analysts to describe some of the largest percentage weightings among large-cap Technology stocks that make up SPX and QQQ, largely found in...