Ticker Appearances
Daily Technical Strategy
FOMC meeting largely results in minor stalling out, but no serious reversal thus far
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT MOMENTUM REMAINS UNDER PRESSURE IN THE NEAR-TERM GIVEN THE RECENT STALLING OUT INTO THIS...
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First Word
3 anecdotal signs COVID-19 might be closer to "endemic" than consensus believes = positive bias. Re-balance Granny Shots --> +13 adds, -9 deletes. YTD outperforms +404bp
The 7D avg in cases is down to 69,331 and as we noted last week, this is looking to be on track for 50,000 by...
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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Daily Technical Strategy
FOMC meeting largely results in minor stalling out, but no serious reversal thus far
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT MOMENTUM REMAINS UNDER PRESSURE IN THE NEAR-TERM GIVEN THE RECENT STALLING OUT INTO THIS...
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First Word
3 anecdotal signs COVID-19 might be closer to "endemic" than consensus believes = positive bias. Re-balance Granny Shots --> +13 adds, -9 deletes. YTD outperforms +404bp
The 7D avg in cases is down to 69,331 and as we noted last week, this is looking to be on track for 50,000 by...
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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Daily Technical Strategy
FOMC meeting largely results in minor stalling out, but no serious reversal thus far
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT MOMENTUM REMAINS UNDER PRESSURE IN THE NEAR-TERM GIVEN THE RECENT STALLING OUT INTO THIS...
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