Wed March 27

Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good

Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started to ridicule the idea of...

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...

Mon March 18

Real Pain for Real Estate (Brokers)

A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The process of taking action is...

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...

Wed January 17

GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!

Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_ _TUNE INTO OUR SUPER GRANNY...