Mon April 22

Staying Put – But Not Selling

A daily market update from FS Insight — what you need to know ahead of opening bell “While armchair travelers dream of going places, traveling armchairs dream of staying put.”...

Mon April 22

6 reasons we see risk/reward shifting favorably for equities given oversold conditions

VIDEO: There are 6 reasons stocks have overshot to the downside, including signs de-leveraging is complete Please click below to view our Macro Minute (duration: 6:28). https://vimeo. com/937500569/e9377df23a? share=copy The 6% decline in...

Fri April 12

Stocks Slip After Hot CPI Release

Good evening, It was the second consecutive down week for the S&P 500, with much of the pressure on stocks this week originating from a hotter than expected CPI print,...

Fri April 5

Stocks Pull Back Heading into Next CPI Release

Good evening, Fundstrat Head of Research Tom Lee has repeatedly told readers that we are in a “buy the dip” regime, and this week the market presented investors with the...

Thu November 10, 2022

Semis, Semis Everywhere … Sometimes Too Much, Sometimes Not Enough

It’s difficult to think of an aspect of our daily lives that doesn’t involve a semiconductor somewhere. From the device you’re using right now to read this to the refrigerator...

Tue July 5, 2022

What Our Clients Are Talking About Behind The Scenes

Well, we are finally done with 1H22.  Phew.  I could comment about how bad it was, but I will spare you from reading it again here. Unfortunately, just because the...