Prices as of 2026-07-30 15:20:45 ET
Ticker Appearances
First Word
Fed not expected to raise rates Wed, but QT could resume. MU P/E is 5.3X now vs 12.6X in Nov 2025... sell-off in bottlenecks seems overdone
VIDEO_:_ We would be surprised if the Fed hikes in the July meeting (Wed). There is a possibility the Fed might again resume QT, but...
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Your Weekly Roadmap
Stock Declines Accelerate After Chinese Startup Releases New AI Model
Good evening, The bloodbath in tech stocks showed no signs of letting up any time soon. The S&P 500 lost 1.6% to 7,457.69 points, with...
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Daily Technical Strategy
Equal-weighted S&P 500 pushes to new all-time highs as the market absorbs Technology's weakness
US EQUITY TRENDS REMAIN BULLISH, AND THIS HAS BECOME A GENUINE TALE OF TWO MARKETS: PARTS OF TECHNOLOGY CONTINUE TO CORRECT SHARPLY, YET THE AVERAGE...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - July 2026
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Your Weekly Roadmap
Job Market Bad News is Good News for Stocks
Good evening, The S&P 500 posted its largest weekly gain since May 8. The broad-based index rose 1.8% to 7,483.24 points, with eight out of...
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Daily Technical Strategy
Technology's bifurcation isn't Bearish, as Mag 7 snaps back to life
US EQUITY TRENDS REMAIN RANGE-BOUND AS THE SECOND HALF OF 2026 GETS UNDERWAY, AND WEDNESDAY'S SESSION DID LITTLE TO RESOLVE THE RECENT CONSOLIDATION IN ^SPX 1.62% ...
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Daily Technical Strategy
A Korean Shakeout and Silver, Copper Washouts Don't Warrant Fading the US Stock Rally
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH DESPITE A NOISY OVERSEAS SESSION, AND NOTHING IN TODAY'S TAPE GIVES PROPER REASON TO ABANDON THAT STANCE JUST YET....
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Daily Technical Strategy
Defensive Rotation accelerates as Technology weakness drives QQQ lower
NEAR-TERM US EQUITY TRENDS REMAIN BEARISH AND CHOPPY, BUT THE BROADER UPTREND IS NOT YET IN JEOPARDY, AS WEDNESDAY'S WEAKNESS WAS CONCENTRATED IN TECHNOLOGY AND...
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Daily Technical Strategy
Initial signs of a stall in US Equities given a global push higher in Treasury yields
CROSS-ASSET VOLATILITY IS STARTING TO CREEP BACK INTO THE PICTURE, GIVEN A SYNCHRONIZED GLOBAL PUSH HIGHER IN LONG-END TREASURY YIELDS, BOTH DOMESTICALLY AND ACROSS MOST...
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Daily Technical Strategy
Forced Reweighting in EWY by Month-End Could Send Ripples Through Semiconductor Issues
ARGUABLY, THERE IS NOT MUCH EVIDENCE OF TREND CHANGE FOR EQUITIES DESPITE THE SHARP EARLY SELLOFF, WHICH BROUGHT ^SPX 1.62% , QQQ 3.19% , AND SMH 6.49% DOWN TO NEAR...
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First Word
Fed not expected to raise rates Wed, but QT could resume. MU P/E is 5.3X now vs 12.6X in Nov 2025... sell-off in bottlenecks seems overdone
VIDEO_:_ We would be surprised if the Fed hikes in the July meeting (Wed). There is a possibility the Fed might again resume QT, but...
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Your Weekly Roadmap
Stock Declines Accelerate After Chinese Startup Releases New AI Model
Good evening, The bloodbath in tech stocks showed no signs of letting up any time soon. The S&P 500 lost 1.6% to 7,457.69 points, with...
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Daily Technical Strategy
Equal-weighted S&P 500 pushes to new all-time highs as the market absorbs Technology's weakness
US EQUITY TRENDS REMAIN BULLISH, AND THIS HAS BECOME A GENUINE TALE OF TWO MARKETS: PARTS OF TECHNOLOGY CONTINUE TO CORRECT SHARPLY, YET THE AVERAGE...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - July 2026
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Your Weekly Roadmap
Job Market Bad News is Good News for Stocks
Good evening, The S&P 500 posted its largest weekly gain since May 8. The broad-based index rose 1.8% to 7,483.24 points, with eight out of...
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Daily Technical Strategy
Technology's bifurcation isn't Bearish, as Mag 7 snaps back to life
US EQUITY TRENDS REMAIN RANGE-BOUND AS THE SECOND HALF OF 2026 GETS UNDERWAY, AND WEDNESDAY'S SESSION DID LITTLE TO RESOLVE THE RECENT CONSOLIDATION IN ^SPX 1.62% ...
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Daily Technical Strategy
A Korean Shakeout and Silver, Copper Washouts Don't Warrant Fading the US Stock Rally
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH DESPITE A NOISY OVERSEAS SESSION, AND NOTHING IN TODAY'S TAPE GIVES PROPER REASON TO ABANDON THAT STANCE JUST YET....
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Daily Technical Strategy
Defensive Rotation accelerates as Technology weakness drives QQQ lower
NEAR-TERM US EQUITY TRENDS REMAIN BEARISH AND CHOPPY, BUT THE BROADER UPTREND IS NOT YET IN JEOPARDY, AS WEDNESDAY'S WEAKNESS WAS CONCENTRATED IN TECHNOLOGY AND...
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Daily Technical Strategy
Initial signs of a stall in US Equities given a global push higher in Treasury yields
CROSS-ASSET VOLATILITY IS STARTING TO CREEP BACK INTO THE PICTURE, GIVEN A SYNCHRONIZED GLOBAL PUSH HIGHER IN LONG-END TREASURY YIELDS, BOTH DOMESTICALLY AND ACROSS MOST...
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Daily Technical Strategy
Forced Reweighting in EWY by Month-End Could Send Ripples Through Semiconductor Issues
ARGUABLY, THERE IS NOT MUCH EVIDENCE OF TREND CHANGE FOR EQUITIES DESPITE THE SHARP EARLY SELLOFF, WHICH BROUGHT ^SPX 1.62% , QQQ 3.19% , AND SMH 6.49% DOWN TO NEAR...
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First Word
Fed not expected to raise rates Wed, but QT could resume. MU P/E is 5.3X now vs 12.6X in Nov 2025... sell-off in bottlenecks seems overdone
VIDEO_:_ We would be surprised if the Fed hikes in the July meeting (Wed). There is a possibility the Fed might again resume QT, but...
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Daily Technical Strategy
Equal-weighted S&P 500 pushes to new all-time highs as the market absorbs Technology's weakness
US EQUITY TRENDS REMAIN BULLISH, AND THIS HAS BECOME A GENUINE TALE OF TWO MARKETS: PARTS OF TECHNOLOGY CONTINUE TO CORRECT SHARPLY, YET THE AVERAGE...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - July 2026
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Daily Technical Strategy
Technology's bifurcation isn't Bearish, as Mag 7 snaps back to life
US EQUITY TRENDS REMAIN RANGE-BOUND AS THE SECOND HALF OF 2026 GETS UNDERWAY, AND WEDNESDAY'S SESSION DID LITTLE TO RESOLVE THE RECENT CONSOLIDATION IN ^SPX 1.62% ...
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Daily Technical Strategy
A Korean Shakeout and Silver, Copper Washouts Don't Warrant Fading the US Stock Rally
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH DESPITE A NOISY OVERSEAS SESSION, AND NOTHING IN TODAY'S TAPE GIVES PROPER REASON TO ABANDON THAT STANCE JUST YET....
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Daily Technical Strategy
Defensive Rotation accelerates as Technology weakness drives QQQ lower
NEAR-TERM US EQUITY TRENDS REMAIN BEARISH AND CHOPPY, BUT THE BROADER UPTREND IS NOT YET IN JEOPARDY, AS WEDNESDAY'S WEAKNESS WAS CONCENTRATED IN TECHNOLOGY AND...
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Daily Technical Strategy
Initial signs of a stall in US Equities given a global push higher in Treasury yields
CROSS-ASSET VOLATILITY IS STARTING TO CREEP BACK INTO THE PICTURE, GIVEN A SYNCHRONIZED GLOBAL PUSH HIGHER IN LONG-END TREASURY YIELDS, BOTH DOMESTICALLY AND ACROSS MOST...
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Daily Technical Strategy
Forced Reweighting in EWY by Month-End Could Send Ripples Through Semiconductor Issues
ARGUABLY, THERE IS NOT MUCH EVIDENCE OF TREND CHANGE FOR EQUITIES DESPITE THE SHARP EARLY SELLOFF, WHICH BROUGHT ^SPX 1.62% , QQQ 3.19% , AND SMH 6.49% DOWN TO NEAR...
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Daily Technical Strategy
SPX and QQQ should hit support into early April but for now still premature
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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Daily Technical Strategy
Tough to call a bottom when Treasury yields & Crude are rising sharply
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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