Tue January 23

Are the Defensives coming back to life?

SPX AND QQQ AT NEW ALL-TIME HIGH TERRITORY HAS NOT YET BEEN FOLLOWED BY SIMILAR MOVEMENT FROM RUSSELL 3K, VALUE LINE AVERAGE, AND DJ TRANSPORTATION AVG, AND THIS DIVERGENCE WILL...

Mon January 22

NVDA, MSFT outperformance will hopefully start to broaden out

SPX AND QQQ AT NEW ALL-TIME HIGH TERRITORY HAS CAUSED SOME CONCERN TO THOSE WHO STUDY HOW MUCH TECHNOLOGY HAS DOMINATED IN RECENT WEEKS TO THE DETRIMENT OF MANY OTHER...

Wed January 10

Growth has begun to turn back higher vs. Value, but SPX looks to be at resistance

NEAR-TERM TRENDS REMAIN BULLISH FROM LAST WEEK IN US EQUITIES, BUT THE LARGER TREND HAS DEFINITELY SHOWN SOME STALLING OUT SINCE MID-DECEMBER, AND THIS LARGER CHURNING STILL REALLY HASN’T BEEN...

Fri January 5

FSI Sector Allocation - January 2024 Update

Please CLICK HERE to download the January sector allocation report in PDF format. Welcome to 2024. First and foremost, I hope everyone had a delightful holiday season. Since the release...

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 November 8, 2023

Airlines look attractive as a counter-trend tactical long

SPX AND QQQ HAVE SURGED ON ABOVE-AVERAGE BREADTH AND HAVE CARVED OUT IMPULSIVE RALLIES OVER THE PAST WEEK.  THIS IS LIKELY A POSITIVE FOR GAINS TO NEAR EARLY OCTOBER HIGHS...

Fri October 27, 2023

Painful Week for Stock Investors as Sentiment Slides

Good evening, Fundstrat’s Head of Research Tom Lee opened this week’s internal research huddle with a blunt assessment. “The markets were just bleeding every day,” he acknowledged. In his view,...

Fri October 27, 2023

Is tax-loss harvesting for bond funds pressuring yields higher? While patience needed, some positive divergences seen in CCC-BB spreads and Bitcoin/SPX.

We discuss: how tax-loss harvesting is hitting stocks (expected) but also likely bonds where 13 of 15 largest bond mutual funds down YTD, something essentially never seen.  Divergences of small-caps...

Tue October 24, 2023

Tech remains quite strong vs. SPX despite some mixed results

QQQ, DJIA AND SPX ARE RIGHT AT OCTOBER LOWS, AND SHOULD ATTEMPT TO MAKE A STAND THIS WEEK.  HOWEVER, THIS LIKELY DOES DEPEND ON STELLAR TECHNOLOGY EARNINGS ALONG WITH A...

Mon October 23, 2023

Can Large-Cap Technology earnings save the Stock market?

QQQ, DJIA AND SPX ARE RIGHT AT OCTOBER LOWS, AND SHOULD ATTEMPT TO MAKE A STAND THIS WEEK, I BELIEVE.  HOWEVER, THIS LIKELY DOES DEPEND ON A LARGER ROLLING OVER...

Mon October 23, 2023

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 that markets bottom on bad...

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. ________________________________________________...