First Word
Raise S&P 500 target to 8,000 vs 7,700 prior - June 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ We are giving a mid-year update and raising our year-end target for S&P 500 to 8,000 from 7,700. This is mainly due to higher...
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First Word
Semis -7% 1D. This is the 18th time since 2011. 88% of the time, Semis more than recover 1M later. Buy that dip.
VIDEO_:_ We believe the pullback in SMH -4.06% and DRAM -6.61% is very buyable. These dramatic 1D declines of 6% or more are seen in bull markets...
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SpaceX shares trading at $173 on Hyperliquid.xyz, up +28% from IPO price
The SpaceX IPO priced on Thursday June 11, 2026. As we noted recently, there could be some wobbling of equities in front of the SPCX -0.82% ...
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Wobble this week partly reflects cash raised to fund additional buys of SpaceX post-IPO (due to Nasdaq 100 and Russell 1000 inclusion)
Equities have wobbled in the past week pushing S&P 500 down -2.6% month to date. This is not entirely surprising given the >10% gains registered...
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Several key milestones in June, including SpaceX IPO and first Fed Chair Warsh meeting
As we close out the first week of June, the S&P 500 is basically flat for the week, and up 11% YTD. We continue to...
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MARKETING DECK: Resilient economy & corporates - S&P 500 Year-end Target: 7,700
2026: RESILIENCE AND US EXCEPTIONALISM3 PHASE MARKET7 BLACK SWANS: Argues for higher P/EUS RELATIVE POSITION: Compute and EnergyCHALLENGES LATER IN 2026: Driver for Phase 2?NEW...
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May 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US AT 2PM ET ON 5/28 FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR...
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The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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$NVDA results good enough. FOMC minutes hawkish bias if inflation persists. Equities show impressive resilience
Equities are essentially flat for the week, a sign of impressive resilience considering oil is still near multi-decade highs and interest rates are at 1-year...
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The stocks working in 2026 deliver things that are scarce = market makes sense. Still see a 3-phase market in 2026.
The S&P 500 registered a new high today (7,273 intraday high) and we continue to see positive risk/reward. While some investors remain wary and even...
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