Ticker Appearances
First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips
VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300. But we discuss the possible reasons for a "zone of hestiation"...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips
VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300. But we discuss the possible reasons for a "zone of hestiation"...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Santa rally faltering, but fundamentals remain solid. Weakness into YE arguably positive for gains in early 2025.
VIDEO: We view the weakness in equities since Dec 24th as largely due to profit taking and arguably the drop in market breadth is somewhat constructive...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Trump plans to keep Powell = near-term positive. Nov CPI released on Thu. Syria toppling over weekend barely moves Bitcoin (proxy for risk-assets).
VIDEO: There were several notable headlines over the weekend, including the toppling of Syria and President Trump interview on NBC's Meet the Press Please click below...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
First Word
4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips
VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300. But we discuss the possible reasons for a "zone of hestiation"...
This report is accessible to
FSI Pro, FSI Macro
memberships.
Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Macro (0/2)Already have an account? Sign In 28ef4f-37a240-93ce01-385131-9a189e
Visitor: 28ef4f-37a240-93ce01-385131-9a189e Array ( [cookie] => 28ef4f-37a240-93ce01-385131-9a189e [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 0 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )