Prices as of 2026-08-12 16:20:47 ET
Ticker Appearances
Daily Technical Strategy
Energy's breakout kicks off a tradable bounce as QQQ's triangle awaits bullish resolution
US EQUITIES PROVED UNABLE TO RECOVER FROM EARLY MINOR LOSSES IN MONDAY'S TRADING, WHICH MAKES SENSE WHEN CONSIDERING THE UNDERPERFORMANCE IN GLW 5.97% , CIEN 12.77% , LITE 14.67% , MRVL 3.06% ,...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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First Word
GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_...
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First Word
Takeaways from Dan Ives fireside chat = Technology lots of visibility. 2024 still likely double-digit gains and "hot" Dec CPI on Thursday likely priced in
We are only 6 trading days into 2024, and it has been a rough start. Even yesterday, on the potential approval of a Bitcoin Spot...
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Daily Technical Strategy
Energy's breakout kicks off a tradable bounce as QQQ's triangle awaits bullish resolution
US EQUITIES PROVED UNABLE TO RECOVER FROM EARLY MINOR LOSSES IN MONDAY'S TRADING, WHICH MAKES SENSE WHEN CONSIDERING THE UNDERPERFORMANCE IN GLW 5.97% , CIEN 12.77% , LITE 14.67% , MRVL 3.06% ,...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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First Word
GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
Today, 1/17, at 2pm ET we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ _VIDEO:_...
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First Word
Takeaways from Dan Ives fireside chat = Technology lots of visibility. 2024 still likely double-digit gains and "hot" Dec CPI on Thursday likely priced in
We are only 6 trading days into 2024, and it has been a rough start. Even yesterday, on the potential approval of a Bitcoin Spot...
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Daily Technical Strategy
Energy's breakout kicks off a tradable bounce as QQQ's triangle awaits bullish resolution
US EQUITIES PROVED UNABLE TO RECOVER FROM EARLY MINOR LOSSES IN MONDAY'S TRADING, WHICH MAKES SENSE WHEN CONSIDERING THE UNDERPERFORMANCE IN GLW 5.97% , CIEN 12.77% , LITE 14.67% , MRVL 3.06% ,...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good
Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started...
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