Prices as of 2025-12-19 16:20:55 ET
Ticker Appearances
Signal From Noise
First Word
Signs point to "more risk on" --> YE rally --> Stay Cyclical into YE, especially Energy + homebuilders "Golden 6 months"
His leadership skills are well known and on ample display during his tenure in both the military and in public office. I did not know...
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Your Weekly Roadmap
Market Marked By Indices Holding Up, Bloodbath at Sector Level
SUMMARY - S&P 500 closed at 4,395.26 slightly down from an ATH of 4,411.79 last week - The market-action Friday marked a recent reversal, with...
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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First Word
First Word
COVID-19 UPDATE: USA proof Metcalfe's Law kicking in for vaccine penetration = case for historic appreciation to continue, but powered by Epicenter
BUT A "REFLATION" BACK ON DOES MEAN INTEREST RATES WILL BECOME THE FOCUS LATER THIS YEAR... Interest rates will become a focus of markets later...
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First Word
COVID-19 UPDATE: US COVID-19 daily cases now ~32,000 (yup). India case figures not high enough to warrant "shut down" and need to reach >1.0 million per day to match USA in Jan
If we look at "daily cases per 1mm" residents, India's case figures are 225 per 1 million. - this figure is below Europe's 249 -...
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Your Weekly Roadmap
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First Word
COVID-19 UPDATE: ALERT!!! Downside "break" in USA COVID-19 as two consecutive days <60,000 cases ala Israel template. Timeline matches Israel
Look at the absolute number of cases. - this Wed was 59,983 - week ago Wed 70,679 - two weeks ago Wed 71,017 - three...
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First Word
COVID-19 UPDATE: CA set to re-open by June 15th, suggesting entire USA will be open by then. Rates > ISM for Epicenter trade. Institutions might be buying these 12 Growth stocks disguised as "Epicenter"
In fact, even the upturn in "prime age" Americans also argues for CPI or inflation to rise. Since 1935, there seems to be a casual...
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Signal From Noise
First Word
Signs point to "more risk on" --> YE rally --> Stay Cyclical into YE, especially Energy + homebuilders "Golden 6 months"
His leadership skills are well known and on ample display during his tenure in both the military and in public office. I did not know...
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Your Weekly Roadmap
Market Marked By Indices Holding Up, Bloodbath at Sector Level
SUMMARY - S&P 500 closed at 4,395.26 slightly down from an ATH of 4,411.79 last week - The market-action Friday marked a recent reversal, with...
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First Word
Delta variant apex + USA COVID-19 seasonality + Bitcoin "signal" argues August could be "risk-on"
Tireless Ken and team compiled some data and as you can see, since 1928, August is not generally a great month for stocks. The win-ratio...
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First Word
First Word
COVID-19 UPDATE: USA proof Metcalfe's Law kicking in for vaccine penetration = case for historic appreciation to continue, but powered by Epicenter
BUT A "REFLATION" BACK ON DOES MEAN INTEREST RATES WILL BECOME THE FOCUS LATER THIS YEAR... Interest rates will become a focus of markets later...
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First Word
COVID-19 UPDATE: US COVID-19 daily cases now ~32,000 (yup). India case figures not high enough to warrant "shut down" and need to reach >1.0 million per day to match USA in Jan
If we look at "daily cases per 1mm" residents, India's case figures are 225 per 1 million. - this figure is below Europe's 249 -...
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Your Weekly Roadmap
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First Word
COVID-19 UPDATE: ALERT!!! Downside "break" in USA COVID-19 as two consecutive days <60,000 cases ala Israel template. Timeline matches Israel
Look at the absolute number of cases. - this Wed was 59,983 - week ago Wed 70,679 - two weeks ago Wed 71,017 - three...
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First Word
COVID-19 UPDATE: CA set to re-open by June 15th, suggesting entire USA will be open by then. Rates > ISM for Epicenter trade. Institutions might be buying these 12 Growth stocks disguised as "Epicenter"
In fact, even the upturn in "prime age" Americans also argues for CPI or inflation to rise. Since 1935, there seems to be a casual...
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