Ticker Appearances
First Word
A week of market churning (-1%... debt ceiling) but triumph of thematic investing (FAANG/AI +2.2%). Market breadth better than pundits argue as 142 stocks beating market (28%) YTD.
NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES SKIP MONDAY <– Memorial Day Holiday SKIP TUESDAY Wednesday SKIP THURSDAY Friday In case you...
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First Word
GRANNY UPDATE: 5 Super Grannies and 5 Sleeper Grannies
Today, 5/23, we will be unveiling our top "Super Granny Shots" and bottom "Sleeper Granny Shots" stock picks. Please find the Slide Deck linked here...
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First Word
"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP...
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First Word
Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).
Reminder, tune in this coming Thursday to an important webinar GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES Equity markets came under...
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Daily Technical Strategy
Bounce largely uninspiring but a tradable bottom looks near
Treasury yields and the US Dollar both stalled out and have consolidated gains in recent days. Treasuries look likely to reverse course and very well...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
First Word
A week of market churning (-1%... debt ceiling) but triumph of thematic investing (FAANG/AI +2.2%). Market breadth better than pundits argue as 142 stocks beating market (28%) YTD.
NEW: SECTION (ABOVE) ADDED IDENTIFYING KEY RECOMMENDATIONS AND SUPER GRANNIES SKIP MONDAY <– Memorial Day Holiday SKIP TUESDAY Wednesday SKIP THURSDAY Friday In case you...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
First Word
GRANNY UPDATE: 5 Super Grannies and 5 Sleeper Grannies
Today, 5/23, we will be unveiling our top "Super Granny Shots" and bottom "Sleeper Granny Shots" stock picks. Please find the Slide Deck linked here...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
First Word
"Buy the dip" regime back since March 23, 2023 as analysis shows S&P 500 regain 2% losses less than 1 month, reversing "sell the rip" regime of 2022. Stick with FAANG, Industrials and tactically Regional banks.
NEW: NOTICE NEW SECTION (ABOVE): ADDED SO YOU CAN SEE OUR TACTICAL IDEAS _We publish on a 3-day a week schedule:_ SKIP MONDAY <-- TRAVELING _SKIP...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
First Word
Equity markets bank into "bunker mode" in front of May FOMC but ATH in unemployment claims for over $200k earners = far softer wage growth ahead. April 2023 rebalance "Granny shots" net -3 (+7, -10).
Reminder, tune in this coming Thursday to an important webinar GRANNY SHOTS APRIL QUARTERLY REBALANCE TODAySEE BELOW FOR ADDS AND DELETES Equity markets came under...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Daily Technical Strategy
Bounce largely uninspiring but a tradable bottom looks near
Treasury yields and the US Dollar both stalled out and have consolidated gains in recent days. Treasuries look likely to reverse course and very well...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
