Ticker Appearances
First Word
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...
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First Word
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:_...
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First Word
Takeaways from Dan Ives fireside chat = Technology lots of visibility. 2024 still likely double-digit gains and "hot" Dec CPI on Thursday likely priced in
We are only 6 trading days into 2024, and it has been a rough start. Even yesterday, on the potential approval of a Bitcoin Spot...
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First Word
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...
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FSI Pro, FSI Macro
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You currently can unlock 2 reports this month.
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First Word
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:_...
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First Word
Takeaways from Dan Ives fireside chat = Technology lots of visibility. 2024 still likely double-digit gains and "hot" Dec CPI on Thursday likely priced in
We are only 6 trading days into 2024, and it has been a rough start. Even yesterday, on the potential approval of a Bitcoin Spot...
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FSI Pro, FSI Macro
memberhips.
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