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Ticker Appearances
First Word
July Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks fell today arguably because June Core CPI showed signs of...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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First Word
July Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks fell today arguably because June Core CPI showed signs of...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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First Word
July Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks fell today arguably because June Core CPI showed signs of...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Technical Strategy
September Top Stock Ideas and Super SMID Granny Technicals
TOP STOCK IDEAS NVIDIA - NVDA -1.98% -Three month triangle consolidation arguably does not signify technical weakness, but should lead NVDA back to new all-time highs...
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