Prices as of 2026-08-07 16:20:46 ET
Ticker Appearances
First Word
July 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ The June CPI and PPI report show inflation is weakening and our take is that Fed odds of a hike will continue to diminish. ...
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Daily Technical Strategy
Warsh’s First FOMC Lifts the Dollar and Rates, but the Pop Looks Exaggerated
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND THE CONSTRUCTIVE FRAMEWORK FROM LAST WEEK'S INTERIM-DEAL REACTION IS STILL INTACT EVEN AS TODAY'S FOMC MEETING UNDER NEW...
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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 to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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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
July 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ The June CPI and PPI report show inflation is weakening and our take is that Fed odds of a hike will continue to diminish. ...
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You currently can unlock 1 Macro reports this month.
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Daily Technical Strategy
Warsh’s First FOMC Lifts the Dollar and Rates, but the Pop Looks Exaggerated
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND THE CONSTRUCTIVE FRAMEWORK FROM LAST WEEK'S INTERIM-DEAL REACTION IS STILL INTACT EVEN AS TODAY'S FOMC MEETING UNDER NEW...
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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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You currently can unlock 1 Macro reports this month.
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First to Market
Real Pain for Real Estate (Brokers)
A daily market update from FS Insight — what you need to know ahead of opening bell "Some form of suffering is always inevitable. The...
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You currently can unlock 1 Macro reports this month.
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First to Market
More or Less with High-Tech
A daily market update from FS Insight — what you need to know ahead of opening bell "Compensation isn’t how you motivate someone to do...
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You currently can unlock 1 Macro reports this month.
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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
July 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ The June CPI and PPI report show inflation is weakening and our take is that Fed odds of a hike will continue to diminish. ...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
You currently can unlock 1 Macro reports this month.
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Daily Technical Strategy
Warsh’s First FOMC Lifts the Dollar and Rates, but the Pop Looks Exaggerated
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND THE CONSTRUCTIVE FRAMEWORK FROM LAST WEEK'S INTERIM-DEAL REACTION IS STILL INTACT EVEN AS TODAY'S FOMC MEETING UNDER NEW...
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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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You currently can unlock 1 Macro reports this month.
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