Wed April 3

5 reasons we are buying this "inflation-fear" 2-day dip. Wed could be the turning date higher.

VIDEO: We discuss the 5 reasons we are buying this 2-day dip.  Probabilities favor a turn upwards Wed Please click below to view our Macro Minute (duration: 04:01). https://vimeo. com/930087070/3416b886fb? share=copy Ever...

Mon April 1

Eastern Bunny

A daily market update from FS Insight — what you need to know ahead of opening bell “In newness we are forced into presence and focus. Newness can even slow...

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...

Wed March 20

5 reasons we expect stocks to rally post-FOMC (Wed 2pm ET). Technicals positive and hence, still "gas in the tank"

VIDEO: We see 5 reasons stocks rally post-FOMC, even if the Fed sounds cautious on the progress of inflation. Please click below to view our Macro Minute (duration: 04:19). https://vimeo....

Tue March 19

Treasury yields likely to pull back sharply along with USD post FOMC

My appearance on CNBC this morning, where I discuss $NVDA and more, can be found here. I CONTINUE TO SEE THE US STOCK MARKET AS BEING ATTRACTIVE, TECHNICALLY SPEAKING, AND...

Fri March 15

Still in a buy the dip regime as still "gas in the tank". Money market cash reaches record $6.1T. Of $1.2T rise in past year, only $234 billion is bank deposit flight.

VIDEO: We are still in a buy the dip regime.  The fact that money market cash again rose to an all-time high is bullish for stocks. Please click below to...

Wed March 13

More or Less with High-Tech

A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do great work; it’s how you...

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...

Mon March 11

Probabilities suggest "hot" Feb core CPI above consensus of +0.30%. Jan "hot" CPI drove a 3% sell-off. But with "gas in the tank," this is a buy the dip moment.

VIDEO: February CPI is reported on Tuesday. I think there’s a risk that it’s a hot number, but it’s probably similar to January when you wanted to buy that 3%...