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XLB
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$91
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+1.64%
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$90
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$92
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$90
Ticker Appearances
Daily Technical Strategy
Silver should be favored over Gold; Mining stocks gaining ground
EQUITY TREND BULLISH BUT I SUSPECT UNTIL BOTH DXY AND TNX BREAK TRENDLINE SUPPORT THAT THE RALLY COULD PROVE A BIT CHOPPIER INTO THE END...
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Daily Technical Strategy
Materials sector raised to Overweight as commodity rally gains momentum
I CONTINUE TO SEE THE US STOCK MARKET AS BEING ATTRACTIVE, TECHNICALLY SPEAKING, AND DO NOT FEEL SUFFICIENT RISK IS THERE TO WARRANT A SELLOFF...
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First Word
Stocks up 65% of the past 20 trading days, highest since Nov 2021, and a reason it is starting to "feel like a bull market." We expect 1Q23 EPS to exceed expectations, likely 2H23 trough in EPS = supporting strengthening breadth.
The S&P 500 is up 8% YTD (~+20% in the past 6 months) and at this pace, is annualizing returns of ~30% -- that is...
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First Word
Aftershocks part 4: 1Q2023 EPS season will show whether economy or inflation broke. Fed running out of reasons to hike rates in 2023 given JOLTS/PCE/ISM/Dallas Survey.
SKIP MONDAY <– Easter SKIP TUESDAY Wednesday SKIP THURSDAY SKIP FRIDAY <– GOOD FRIDAY Based on my recent meetings, it is obvious institutional investors are...
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Daily Technical Strategy
Commodity weakness broadening, but could bottom out in July
The bounce in US equities in recent days finished the day on a strong note, giving hope that a bit more is in store before...
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Technical Strategy
SPX breaks support as Tech weakness spreads to broader market
Technical Strategy Video: https://vimeo. com/662809726/af65efdf14 SPX break to multi-day lows was accentuated by Technology’s declineValue continuing to make inroads vs Growth- While Large-Cap Growth...
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Daily Technical Strategy
Silver should be favored over Gold; Mining stocks gaining ground
EQUITY TREND BULLISH BUT I SUSPECT UNTIL BOTH DXY AND TNX BREAK TRENDLINE SUPPORT THAT THE RALLY COULD PROVE A BIT CHOPPIER INTO THE END...
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FSI Pro, FSI Macro
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Daily Technical Strategy
Materials sector raised to Overweight as commodity rally gains momentum
I CONTINUE TO SEE THE US STOCK MARKET AS BEING ATTRACTIVE, TECHNICALLY SPEAKING, AND DO NOT FEEL SUFFICIENT RISK IS THERE TO WARRANT A SELLOFF...
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First Word
Stocks up 65% of the past 20 trading days, highest since Nov 2021, and a reason it is starting to "feel like a bull market." We expect 1Q23 EPS to exceed expectations, likely 2H23 trough in EPS = supporting strengthening breadth.
The S&P 500 is up 8% YTD (~+20% in the past 6 months) and at this pace, is annualizing returns of ~30% -- that is...
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FSI Pro, FSI Macro
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First Word
Aftershocks part 4: 1Q2023 EPS season will show whether economy or inflation broke. Fed running out of reasons to hike rates in 2023 given JOLTS/PCE/ISM/Dallas Survey.
SKIP MONDAY <– Easter SKIP TUESDAY Wednesday SKIP THURSDAY SKIP FRIDAY <– GOOD FRIDAY Based on my recent meetings, it is obvious institutional investors are...
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FSI Pro, FSI Macro
memberships.
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Daily Technical Strategy
Commodity weakness broadening, but could bottom out in July
The bounce in US equities in recent days finished the day on a strong note, giving hope that a bit more is in store before...
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FSI Pro, FSI Macro
memberships.
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Technical Strategy
SPX breaks support as Tech weakness spreads to broader market
Technical Strategy Video: https://vimeo. com/662809726/af65efdf14 SPX break to multi-day lows was accentuated by Technology’s declineValue continuing to make inroads vs Growth- While Large-Cap Growth...
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FSI Pro, FSI Macro
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Daily Technical Strategy
Silver should be favored over Gold; Mining stocks gaining ground
EQUITY TREND BULLISH BUT I SUSPECT UNTIL BOTH DXY AND TNX BREAK TRENDLINE SUPPORT THAT THE RALLY COULD PROVE A BIT CHOPPIER INTO THE END...
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FSI Pro, FSI Macro
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Daily Technical Strategy
Materials sector raised to Overweight as commodity rally gains momentum
I CONTINUE TO SEE THE US STOCK MARKET AS BEING ATTRACTIVE, TECHNICALLY SPEAKING, AND DO NOT FEEL SUFFICIENT RISK IS THERE TO WARRANT A SELLOFF...
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FSI Pro, FSI Macro
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