Ticker Appearances
Signal From Noise
Signal From Noise Updates
We update our thinking on LYV 1.54% given the return to profitability in recent earnings and the recent tragedy at the Astroworld Festival in Houston. Our...
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Signal From Noise
($MUDS) Mudrick Capital’s Topps Deal Is A Sensible SPAC with Cheap NFT Upside
What was your first experience with valuation and markets? Was it a college finance class? Perhaps if you're a millennial, the Global Financial Crisis aroused...
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First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
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First Word
COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT 0.30% , VNO 3.13% 13 Additions: AZO 1.96% , HOG 1.21% , GRMN 2.62% , MGM 0.97% , WH -0.04% , GPS 1.56% , LB, VIRT 0.29% , AGCO 1.65% , OC 2.48% , UBER -2.04% . EXP 4.44% , NUE 2.46% 35 "POWER TRIFECTA" STOCKS IDEAS:...
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First Word
COVID-19 UPDATE: Global cases within 8% of all-time highs, even as USA down 80%. Energy down 8 of the last 10 days, in past 20 years >8 of last 10 days point to strong 3M gains
But as the global case count below shows, COVID-19 is still spreading wildly and prolifically across the World. In fact, the 7-day avg cases of...
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First Word
COVID-19 UPDATE: Michigan COVID-19 hospitalizations could surge to new highs in coming weeks. S&P 500 gains YTD explained by +6.4% revisions to 2021 EPS by Street
Is there a common thread to explain this? I am not entirely clear. And of these states, MI seems to be experiencing the worst of...
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Signal From Noise
Signal From Noise Updates
We update our thinking on LYV 1.54% given the return to profitability in recent earnings and the recent tragedy at the Astroworld Festival in Houston. Our...
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FSI Pro, FSI Macro
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You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 88f86a-bc2148-6126f9-f188f7-b09cf2
Signal From Noise
($MUDS) Mudrick Capital’s Topps Deal Is A Sensible SPAC with Cheap NFT Upside
What was your first experience with valuation and markets? Was it a college finance class? Perhaps if you're a millennial, the Global Financial Crisis aroused...
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FSI Pro, FSI Macro
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First Word
COVID-19 UPDATE: Israel daily cases (per 1mm) now 26 vs 952 (Jan). ND and SD could see "obliteration" by June. Oil prices key to direction of Epicenter trade...
The lag between penetration of vaccines and cases falling is due to a few factors including the fact that vaccines take time to become effective. ...
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FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 88f86a-bc2148-6126f9-f188f7-b09cf2
First Word
COVID-19 UPDATE: Multiple reasons J&J vaccine "pause" not a recovery setback. Epicenter stocks significantly underperformed since mid-March, but EPS revisions = good and Technicals, while damaged, are still positive
3 Deletions: PBCT, NVT 0.30% , VNO 3.13% 13 Additions: AZO 1.96% , HOG 1.21% , GRMN 2.62% , MGM 0.97% , WH -0.04% , GPS 1.56% , LB, VIRT 0.29% , AGCO 1.65% , OC 2.48% , UBER -2.04% . EXP 4.44% , NUE 2.46% 35 "POWER TRIFECTA" STOCKS IDEAS:...
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First Word
COVID-19 UPDATE: Global cases within 8% of all-time highs, even as USA down 80%. Energy down 8 of the last 10 days, in past 20 years >8 of last 10 days point to strong 3M gains
But as the global case count below shows, COVID-19 is still spreading wildly and prolifically across the World. In fact, the 7-day avg cases of...
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FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
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Already have an account? Sign In 88f86a-bc2148-6126f9-f188f7-b09cf2
First Word
COVID-19 UPDATE: Michigan COVID-19 hospitalizations could surge to new highs in coming weeks. S&P 500 gains YTD explained by +6.4% revisions to 2021 EPS by Street
Is there a common thread to explain this? I am not entirely clear. And of these states, MI seems to be experiencing the worst of...
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FSI Pro, FSI Macro
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