Ticker Appearances
Markets Wrapped
2025 Markets Wrapped
2025 was another fantastic year for markets, continuing a bull-run as the 3rd Consecutive year of double-digit gains in the S&P 500. Yet despite the...
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Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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Your Weekly Roadmap
Small-caps Rise Amidst Large-Tech Selloff
Good evening, We saw major indices dip this week as large-cap Technology stocks declined. Much of this took place after Alphabet (GOOG -1.03% ) released its quarterly...
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First Word
Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the...
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Signal From Noise
First Word
Two steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still...
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Markets Wrapped
2025 Markets Wrapped
2025 was another fantastic year for markets, continuing a bull-run as the 3rd Consecutive year of double-digit gains in the S&P 500. Yet despite the...
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Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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Your Weekly Roadmap
Small-caps Rise Amidst Large-Tech Selloff
Good evening, We saw major indices dip this week as large-cap Technology stocks declined. Much of this took place after Alphabet (GOOG -1.03% ) released its quarterly...
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First Word
Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the...
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Signal From Noise
First Word
Two steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still...
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Snapshot
First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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First Word
Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the...
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First Word
Two steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still...
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First Word
Earnings are proving to be the positive catalyst needed for stocks to recover.
VIDEO: Mark Newton believes Tuesday's rally suggests the technical low is in place. That is a good thing and means CTAs and other investors are...
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