Ticker Appearances
Daily Technical Strategy
SPX and QQQ inch closer to Triangle breakouts as Defensive groups falter
US EQUITY TRENDS REMAIN BULLISH, AND TUESDAY'S ADVANCE CARRIED ^SPX -0.33% AND QQQ 0.21% A BIT CLOSER TO BREAKING OUT OF THE TRIANGLE CONSOLIDATION THAT BOTH HAVE...
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Daily Technical Strategy
Attractive areas within Consumer Discretionary to consider
US EQUITY TRENDS REMAIN BULLISH AND MILDLY OVERBOUGHT AFTER THIS RECENT EARLY JULY RUN-UP, AND IT REMAINS DIFFICULT TO FADE SPX OR QQQ AHEAD OF...
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First to Market
Cats as Oracles
A daily market update from FS Insight — what you need to know ahead of opening bell "The best way to predict the future is...
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Daily Technical Strategy
Consumer Discretionary clawing back & worth watching
EQUITY TRENDS SHOW NO EVIDENCE OF WAVERING - SPX TRENDS REMAIN POSITIVE AND PRICES HAVE PUSHED THROUGH THE PRESIDENTS’ DAY WEEKEND WITH LITTLE TO NO...
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Daily Technical Strategy
Retail continues to be a drag on Discretionary
TREND STILL BULLISH - EXPECTING UPCOMING PUSH BACK ABOVE SPX-4200 – While many would correctly call the sideways grinding in US Indices like SPX neutral...
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First Word
Bond and equity volatilities at lowest levels since 2021 = supportive >20% rise in 2023. Updating "Granny shots" +12 adds (-12 deletes). 2023 YTD +39bp outperformance. 2022 +395bp outperformance. List adds attached.
The most important event in the coming week is the Feb FOMC decision (2/1). We will have more comprehensive thoughts on Wednesday, but as many...
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Daily Technical Strategy
Thursday’s CPI release should prove pivotal for markets
Equity markets have enjoyed a bit more bounce than expected into Thursday’s CPI report, but if the downward bias of cycles into late January along...
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First Word
Updating "Granny shots": +9 additions, -5 deletions
Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative...
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First Word
The August 1982 moment: bear market "bottom" before Fed pivots -- if true, new highs coming sooner than most expect
The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the "bottom is in" -- the 2022 bear market is...
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Daily Technical Strategy
Discretionary looks close to bottoming out vs. Staples
The stall out and pullback in US Equities has accelerated further given WMT -1.24% ’s profit warning and subsequent 8% + drop on Tuesday. NDX has taken...
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Daily Technical Strategy
SPX and QQQ inch closer to Triangle breakouts as Defensive groups falter
US EQUITY TRENDS REMAIN BULLISH, AND TUESDAY'S ADVANCE CARRIED ^SPX -0.33% AND QQQ 0.21% A BIT CLOSER TO BREAKING OUT OF THE TRIANGLE CONSOLIDATION THAT BOTH HAVE...
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Daily Technical Strategy
Attractive areas within Consumer Discretionary to consider
US EQUITY TRENDS REMAIN BULLISH AND MILDLY OVERBOUGHT AFTER THIS RECENT EARLY JULY RUN-UP, AND IT REMAINS DIFFICULT TO FADE SPX OR QQQ AHEAD OF...
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First to Market
Cats as Oracles
A daily market update from FS Insight — what you need to know ahead of opening bell "The best way to predict the future is...
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Daily Technical Strategy
Consumer Discretionary clawing back & worth watching
EQUITY TRENDS SHOW NO EVIDENCE OF WAVERING - SPX TRENDS REMAIN POSITIVE AND PRICES HAVE PUSHED THROUGH THE PRESIDENTS’ DAY WEEKEND WITH LITTLE TO NO...
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Daily Technical Strategy
Retail continues to be a drag on Discretionary
TREND STILL BULLISH - EXPECTING UPCOMING PUSH BACK ABOVE SPX-4200 – While many would correctly call the sideways grinding in US Indices like SPX neutral...
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First Word
Bond and equity volatilities at lowest levels since 2021 = supportive >20% rise in 2023. Updating "Granny shots" +12 adds (-12 deletes). 2023 YTD +39bp outperformance. 2022 +395bp outperformance. List adds attached.
The most important event in the coming week is the Feb FOMC decision (2/1). We will have more comprehensive thoughts on Wednesday, but as many...
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Daily Technical Strategy
Thursday’s CPI release should prove pivotal for markets
Equity markets have enjoyed a bit more bounce than expected into Thursday’s CPI report, but if the downward bias of cycles into late January along...
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First Word
Updating "Granny shots": +9 additions, -5 deletions
Today is the October quarterly rebalance of our Granny Shots portfolio. The Granny Shots is a list of our core stock holdings, using 6 thematic/quantitative...
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First Word
The August 1982 moment: bear market "bottom" before Fed pivots -- if true, new highs coming sooner than most expect
The biggest takeaway for me on events of this week? Convincing and arguably decisive evidence the "bottom is in" -- the 2022 bear market is...
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Daily Technical Strategy
Discretionary looks close to bottoming out vs. Staples
The stall out and pullback in US Equities has accelerated further given WMT -1.24% ’s profit warning and subsequent 8% + drop on Tuesday. NDX has taken...
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Daily Technical Strategy
SPX and QQQ inch closer to Triangle breakouts as Defensive groups falter
US EQUITY TRENDS REMAIN BULLISH, AND TUESDAY'S ADVANCE CARRIED ^SPX -0.33% AND QQQ 0.21% A BIT CLOSER TO BREAKING OUT OF THE TRIANGLE CONSOLIDATION THAT BOTH HAVE...
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Daily Technical Strategy
Attractive areas within Consumer Discretionary to consider
US EQUITY TRENDS REMAIN BULLISH AND MILDLY OVERBOUGHT AFTER THIS RECENT EARLY JULY RUN-UP, AND IT REMAINS DIFFICULT TO FADE SPX OR QQQ AHEAD OF...
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