Prices as of 2026-11-06 16:21:03 ET
Ticker Appearances
Signal From Noise
Cybersecurity Stocks Will Secure the AI Era
The Federal Reserve just hiked interest rates for the first time since 2023. Worries about the existential threat of AI are growing, with some claiming...
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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 2.97% , CIEN 5.59% , LITE 6.34% , MRVL 6.57% ,...
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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:_ _TUNE...
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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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You have viewed the limit of 2 Macro reports for free this month.
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Signal From Noise
Cybersecurity Stocks Will Secure the AI Era
The Federal Reserve just hiked interest rates for the first time since 2023. Worries about the existential threat of AI are growing, with some claiming...
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
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 2.97% , CIEN 5.59% , LITE 6.34% , MRVL 6.57% ,...
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
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...
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
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...
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 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:_ _TUNE...
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
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...
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
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 2.97% , CIEN 5.59% , LITE 6.34% , MRVL 6.57% ,...
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
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...
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
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...
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.
