Ticker Appearances
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
First to Market
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
First to Market
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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:_...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
Daily Technical Strategy
Retail continues to be a drag on Discretionary
TREND STILL BULLISH - EXPECTING UPCOMING PUSH BACK ABOVE SPX-4200 – While many would correctly call the sideways grinding in US Indices like SPX neutral...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
First Word
GRANNY SHOTS: Jul 2024 rebalance +8 adds/-10 deletes. SMID Granny Shots +23 adds/-25 deletes. July Super and Sleeper Grannies. WEBINAR WED!!!
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. _GRANNY SHOTS: JULY 2024 REBALANCE_ This note is focused on the quarterly...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
First to Market
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
First to Market
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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:_...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
Daily Technical Strategy
Retail continues to be a drag on Discretionary
TREND STILL BULLISH - EXPECTING UPCOMING PUSH BACK ABOVE SPX-4200 – While many would correctly call the sideways grinding in US Indices like SPX neutral...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
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...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 4 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 762896-8f6187-eb4926-f506a5-43e21b
Visitor: 762896-8f6187-eb4926-f506a5-43e21b Array ( [cookie] => 762896-8f6187-eb4926-f506a5-43e21b [current_usage] => 4 [max_usage] => 3 [current_usage_crypto] => 3 [max_usage_crypto] => 3 [lock] => 1 [message] => [error] => [active_member] => 1 [subscriber] => 1 [role] => fsi_weekly [user_id] => 29500 [IP] => 216.73.216.20 )
