Ticker Appearances
Daily Technical Strategy
SPX push back to near All-time highs is encouraging, but it looks premature to take a victory lap
^SPX -0.35% : PUSH ABOVE THE 7/22 OPEN GAP IS A SHORT-TERM POSITIVE, BUT 7,620.90 REMAINS FORMIDABLE OVERHEAD SUPPLY Monday's push above the area of ^SPX -0.35% 's former...
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Upticks
Upticks - January 2026
DAILY TECHNICAL STRATEGY VIDEO (1/23/26) ;fl=sv&fe=ci UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSM&T Bank (MTB 0.62% - $217.46)Amgen (AMGN -9.53% - $347.07)Gilead Sciences (GILD -3.07% - $131.14)Coca...
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Upticks
Upticks - December 2025
Upticks – Newton’s Law Source: Fundstrat, Bloomberg UPTICKS ADDITIONSCSX Corp. (CSX 0.08% - $36.50)GE Vernova (GEV 2.08% - $614.19)Ulta Beauty (ULTA -2.88% -$585.98)AppLovin Corp. (APP -2.92% - $657.13)Huntington Ingalls (HII 1.54% - $321.29) UPTICKS DELETIONSStride...
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Signal From Noise
Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?
Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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First Word
Daily Technical Strategy
Is the Broader market ready to play Catchup? Not quite Yet.. Here’s Why
S&P AND QQQ ARE NOW BACK TO NEW ALL-TIME HIGHS QUICKLY AS US TREASURY YIELDS HAVE BEGUN THEIR DESCENT. THIS WON’T PROVE TO BE A...
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Daily Technical Strategy
Broader market responding positively to Treasury yield Drop
STOCKS SHOULD BE NEAR A TRADING BOTTOM FOLLOWING A DIFFICULT COUPLE WEEKS FOR THE US EQUITY MARKET. WHILE TECHNOLOGY’S OUTPERFORMANCE HAS DISGUISED SOME OF THIS...
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Daily Technical Strategy
What does this Discretionary weakness say about the Consumer?
FOR THOSE WHO MISSED IT, YOU CAN VIEW MY CNBC APPEARANCE THIS MORNING (5/10) BY CLICKING HERE EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME...
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First Word
GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).
Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar...
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Daily Technical Strategy
SPX push back to near All-time highs is encouraging, but it looks premature to take a victory lap
^SPX -0.35% : PUSH ABOVE THE 7/22 OPEN GAP IS A SHORT-TERM POSITIVE, BUT 7,620.90 REMAINS FORMIDABLE OVERHEAD SUPPLY Monday's push above the area of ^SPX -0.35% 's former...
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Upticks
Upticks - January 2026
DAILY TECHNICAL STRATEGY VIDEO (1/23/26) ;fl=sv&fe=ci UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSM&T Bank (MTB 0.62% - $217.46)Amgen (AMGN -9.53% - $347.07)Gilead Sciences (GILD -3.07% - $131.14)Coca...
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Upticks
Upticks - December 2025
Upticks – Newton’s Law Source: Fundstrat, Bloomberg UPTICKS ADDITIONSCSX Corp. (CSX 0.08% - $36.50)GE Vernova (GEV 2.08% - $614.19)Ulta Beauty (ULTA -2.88% -$585.98)AppLovin Corp. (APP -2.92% - $657.13)Huntington Ingalls (HII 1.54% - $321.29) UPTICKS DELETIONSStride...
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Signal From Noise
Beyond the Tech Boom: Are Consumer Stocks the Canary in the Tariff Coal Mine?
Even those who study the markets and economy every day can’t keep track of what’s happening with tariffs and when their effects could show up...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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First Word
Daily Technical Strategy
Is the Broader market ready to play Catchup? Not quite Yet.. Here’s Why
S&P AND QQQ ARE NOW BACK TO NEW ALL-TIME HIGHS QUICKLY AS US TREASURY YIELDS HAVE BEGUN THEIR DESCENT. THIS WON’T PROVE TO BE A...
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Daily Technical Strategy
Broader market responding positively to Treasury yield Drop
STOCKS SHOULD BE NEAR A TRADING BOTTOM FOLLOWING A DIFFICULT COUPLE WEEKS FOR THE US EQUITY MARKET. WHILE TECHNOLOGY’S OUTPERFORMANCE HAS DISGUISED SOME OF THIS...
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Daily Technical Strategy
What does this Discretionary weakness say about the Consumer?
FOR THOSE WHO MISSED IT, YOU CAN VIEW MY CNBC APPEARANCE THIS MORNING (5/10) BY CLICKING HERE EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME...
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First Word
GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).
Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar...
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Daily Technical Strategy
SPX push back to near All-time highs is encouraging, but it looks premature to take a victory lap
^SPX -0.35% : PUSH ABOVE THE 7/22 OPEN GAP IS A SHORT-TERM POSITIVE, BUT 7,620.90 REMAINS FORMIDABLE OVERHEAD SUPPLY Monday's push above the area of ^SPX -0.35% 's former...
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Upticks
Upticks - January 2026
DAILY TECHNICAL STRATEGY VIDEO (1/23/26) ;fl=sv&fe=ci UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSM&T Bank (MTB 0.62% - $217.46)Amgen (AMGN -9.53% - $347.07)Gilead Sciences (GILD -3.07% - $131.14)Coca...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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First Word
Daily Technical Strategy
Is the Broader market ready to play Catchup? Not quite Yet.. Here’s Why
S&P AND QQQ ARE NOW BACK TO NEW ALL-TIME HIGHS QUICKLY AS US TREASURY YIELDS HAVE BEGUN THEIR DESCENT. THIS WON’T PROVE TO BE A...
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Daily Technical Strategy
Broader market responding positively to Treasury yield Drop
STOCKS SHOULD BE NEAR A TRADING BOTTOM FOLLOWING A DIFFICULT COUPLE WEEKS FOR THE US EQUITY MARKET. WHILE TECHNOLOGY’S OUTPERFORMANCE HAS DISGUISED SOME OF THIS...
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Daily Technical Strategy
What does this Discretionary weakness say about the Consumer?
FOR THOSE WHO MISSED IT, YOU CAN VIEW MY CNBC APPEARANCE THIS MORNING (5/10) BY CLICKING HERE EQUITIES HAVE EXTENDED GAINS AND HAVE NOW COME...
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