Ticker Appearances
Daily Technical Strategy
First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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Daily Technical Strategy
Great breadth expansion to mark a very good July
The S&P was up ~9% for the month of July, representing its best month of gains in two years, and the best July performance since...
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Signal From Noise
United Rentals ($URI: $382.93): A Picks And Shovels Play If There Ever Was One
We wanted to cover a company that will benefit from the recent passage of the Infrastrucutre bill. As the largest member of a fragmented market,...
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Daily Technical Strategy
First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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Daily Technical Strategy
Great breadth expansion to mark a very good July
The S&P was up ~9% for the month of July, representing its best month of gains in two years, and the best July performance since...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
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Signal From Noise
United Rentals ($URI: $382.93): A Picks And Shovels Play If There Ever Was One
We wanted to cover a company that will benefit from the recent passage of the Infrastrucutre bill. As the largest member of a fragmented market,...
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