Ticker Appearances
Daily Technical Strategy
First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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Daily Technical Strategy
Great breadth expansion to mark a very good July
The S&P was up ~9% for the month of July, representing its best month of gains in two years, and the best July performance since...
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Signal From Noise
United Rentals ($URI: $382.93): A Picks And Shovels Play If There Ever Was One
We wanted to cover a company that will benefit from the recent passage of the Infrastrucutre bill. As the largest member of a fragmented market,...
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Daily Technical Strategy
First Word
Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.
WORD OF NOTE: I AM VISITING CLIENTS IN JAPAN THIS WEEK, AND UPDATES LESS COMPLETE GIVEN SCHEDULE The main event this week is Friday June...
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You have viewed the limit of 2 Macro reports for free this month.
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Daily Technical Strategy
Great breadth expansion to mark a very good July
The S&P was up ~9% for the month of July, representing its best month of gains in two years, and the best July performance since...
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You have viewed the limit of 2 Macro reports for free this month.
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Signal From Noise
United Rentals ($URI: $382.93): A Picks And Shovels Play If There Ever Was One
We wanted to cover a company that will benefit from the recent passage of the Infrastrucutre bill. As the largest member of a fragmented market,...
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You have viewed the limit of 2 Macro reports for free this month.
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