Wed January 17

GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!

Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_ _TUNE INTO OUR SUPER GRANNY...

Fri January 12

The Dec CPI details far better…ex-auto insurance, core CPI +0.25% MoM. Inflation still falling like a rock.

VIDEO: We discuss how the Dec CPI was actually very good, only blemished by auto insurance which is now 50% of core services CPI. (Duration: 4:41). https://vimeo. com/902079043/2462ea0fdd? share=copy December...

Wed January 10

Takeaways from Dan Ives fireside chat = Technology lots of visibility. 2024 still likely double-digit gains and "hot" Dec CPI on Thursday likely priced in

We are only 6 trading days into 2024, and it has been a rough start. Even yesterday, on the potential approval of a Bitcoin Spot ETF approval, there appears to...

Fri January 5

INTRADAY ALERT: Solid Dec Jobs report adds concerns Fed "higher for longer" and adds to misery of early 2024. Just a reminder 1H24 is likely tough.

The first 4 trading days of 2024 have been a terrible start for equities with S&P 500 ($SPY) down -1.6% and the Russell 2000 (small-caps, $IWM) down -3.5%. As our...

Tue January 2

We expect 2024 to be strong and a strong Dec 23 bodes well for strong Jan + Feb

We discuss: We discuss how strong Decembers tend to lead to strong Jan and Feb.  And the year tends to play out in the first 5 days. Please click below...

Fri December 29, 2023

New all-time S&P 500 highs likely in January (if not Friday 12/29). However, 4 reasons we then see a pullback around Feb/March 2024. Small-caps likely lead in 1H24.

We discuss: To us, it is only a matter of days before we make new all-time highs.  But then we likely consolidate.  Small-caps likely outperform in 1H24.  We discuss the...

Mon November 20, 2023

Shortened holiday week but we expect a positive bias. FOMC minutes to bring focus Fed "dot plots" too high = positive for equities

We discuss: We see a positive bias this week with the shortened holiday for several reasons including improving consumer mood, FOMC minutes drive focus on Dec "dot plot" and positive...

Wed November 8, 2023

Fedspeak reinforces Fed on pause. Positioning still key driver this week.

We discuss: Fed speak Tuesday is consistent with Powell’s dovish message last week — Fed has made a pivot away from data dependence towards forward looking views. Manheim today supports lower core in Dec/Jan. Positioning still...

Fri October 27, 2023

Painful Week for Stock Investors as Sentiment Slides

Good evening, Fundstrat’s Head of Research Tom Lee opened this week’s internal research huddle with a blunt assessment. “The markets were just bleeding every day,” he acknowledged. In his view,...

Wed October 25, 2023

PMIs continue to recover + Industrial CDX outperforming = XLI overweight

We discuss: Industrials CDS (credit default swaps) are outperforming the broader market. And CDS surprisingly leads equities by 3 months. Thus, supporting OW of Industrials. Industrials OW also supported by...

Wed October 11, 2023

Fed-speak unwinding hawkish ripples since Sept FOMC. Adding case for a downturn in yields = P/E expansion ahead = supports YE rally

We discuss: how 10-yr yields are running out of reasons to rise at a time when Fed-speak has distinctively turned dovish.  And P/E multiples for stocks are just not that...

Mon October 9, 2023

Israel war adds geopolitical uncertainty, impacts likely lower rates and Fed more on pause. Important week ahead

Over the weekend, war erupted in Israel-Gaza with the invasion by Hamas. The conflict is still ongoing and considerable uncertainty remains to the extent of the scope and duration. The...