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First to Market
U.S. Tech Companies Can’t Ignore Korea’s Energy Woes
CHART OF THE DAY GOOD MORNING! While U.S. tech stocks have been relatively insulated from the Iran conflict-driven energy chaos, their Korean counterparts haven’t. That’s...
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First Word
Prediction markets see higher oil thru June = longer conflict. But we still see March as "up month"
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from tom. lee@fsinsight. com to tom. lee@fundstratdirect. com. Please...
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Earnings Daily
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Crypto - Comments
Whale Games: Strategy vs Miners, And Why HYPE Might Play a Unique Role in a Crypto Portfolio
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Daily Technical Strategy
Energy looks likely to "take a breather" after recent runup
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my daily notes will transition from mark. newton@fsinsight. com to mark. newton@fundstratdirect. com....
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First to Market
Oil Prices And The K-Shaped Economy
CHART OF THE DAY GOOD MORNING! Stocks rose on Monday, while oil prices fell, even though we might be living through one of the biggest...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: 4 reasons higher oil is actually positive for US equities, contrary to consensus views
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from tom. lee@fsinsight. com to tom. lee@fundstratdirect. com. Please...
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Daily Technical Strategy
Sharp reversal to create Bullish engulfing pattern is a near-term positive for SPX
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my daily notes will transition from mark. newton@fsinsight. com to mark. newton@fundstratdirect. com....
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US Policy
War, DHS And Fed in Focus Next Week
The war in Iran enters its second week with no clear exit strategy articulated. According to CBS News on Monday afternoon, the President did say...
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