Mon December 5, 2022

Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500

The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs = Fed needs to tighten...

Fri December 2, 2022

Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities

Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday shopping season, this year saw...

Fri December 2, 2022

The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted

I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one of my favorite countries to...

Fri May 6, 2022

Live Technical Analysis April 2022

Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute of analysis) and consider several...

Thu December 23, 2021

Year-End Signal From Noise Wrap-Up

We dive into some of our Signals from 2021 to check in on how we feel about the prospects of these companies heading into 2022.Our favorite three areas for 2022...

Thu May 13, 2021

Reiterating Bullish Stance on GoPro and Other SFN Updates (Part 1)

GoPro was the feature of our Signal From Noise article from March 12, 2021. In this article, we covered how the company was amongst the best of the Epicenter cadre...

Fri April 9, 2021

Epicenter – Stocks with Uncommon Value During Uncommon Times

This list was published in the FIRST WORD dated April 9, 2020. We’ve republished it here in order to highlight it for our valued subscribers. _STRATEGY: UPDATING EPICENTER TRIFECTA LIST  – 24...