Ticker Appearances
First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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First Word
New tactical call "Overweight homebuilders" as we enter the Golden 6 months.
VIDEO: We are entering the golden 6 months for homebuilders. The strength of this seasonal trade is surprising. Please click below to view our Macro Minute (duration:...
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First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
This report is accessible to
FSI Pro, FSI Macro
memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In cc7da3-396ed3-9470e8-d09e9a-23947d
Visitor: cc7da3-396ed3-9470e8-d09e9a-23947d
First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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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 cc7da3-396ed3-9470e8-d09e9a-23947d
Visitor: cc7da3-396ed3-9470e8-d09e9a-23947d
First Word
New tactical call "Overweight homebuilders" as we enter the Golden 6 months.
VIDEO: We are entering the golden 6 months for homebuilders. The strength of this seasonal trade is surprising. Please click below to view our Macro Minute (duration:...
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FSI Pro, FSI Macro
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Visitor: cc7da3-396ed3-9470e8-d09e9a-23947d
