Ticker Appearances
First to Market
AI Might Be Inflationary in a Different, Not-So-Bad Way
CHART OF THE DAY GOOD MORNING! AI-driven pricing is back in the news. On Sept. 29, a federal court temporarily blocked the state of New...
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Signal From Noise
The Bull Case For Buying Companies With Moonshot Ambitions
SpaceX Chief Executive Elon Musk has improbable goals. At his company’s first quarterly earnings, he said the first orbital data centers could launch as soon...
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First to Market
Self-Driving Cars and the Three-Second Rule
CHART OF THE DAY GOOD MORNING! I know, you've heard this before – sometimes from us, and sometimes from Elon Musk: autonomous/self-driving vehicles are coming...
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Daily Technical Strategy
Industrials, Consumer Discretionary joining Financials in strong bounce
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND THE EXTENT TO WHICH BOTH INDUSTRIALS AND CONSUMER DISCRETIONARY HAVE BEGUN TO TURN HIGHER TO JOIN FINANCIALS LOOKS...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ -1.97% AS OF TUESDAY’S CLOSE, ^SPX -0.86% WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ -1.97% ...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - June 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - May 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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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
Upticks
Upticks - February 2025
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSS&P Global ($SPGI- $539.69)Accenture ($ACN- $388.00)Upstart Holdings ($UPST- $82.42)Super Micro Computer ($SMCI- $47.91)Alibaba ($BABA- $124.73)Deere & Co....
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First to Market
AI Might Be Inflationary in a Different, Not-So-Bad Way
CHART OF THE DAY GOOD MORNING! AI-driven pricing is back in the news. On Sept. 29, a federal court temporarily blocked the state of New...
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.
Signal From Noise
The Bull Case For Buying Companies With Moonshot Ambitions
SpaceX Chief Executive Elon Musk has improbable goals. At his company’s first quarterly earnings, he said the first orbital data centers could launch as soon...
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You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
First to Market
Self-Driving Cars and the Three-Second Rule
CHART OF THE DAY GOOD MORNING! I know, you've heard this before – sometimes from us, and sometimes from Elon Musk: autonomous/self-driving vehicles are coming...
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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
Industrials, Consumer Discretionary joining Financials in strong bounce
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND THE EXTENT TO WHICH BOTH INDUSTRIALS AND CONSUMER DISCRETIONARY HAVE BEGUN TO TURN HIGHER TO JOIN FINANCIALS LOOKS...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ -1.97% AS OF TUESDAY’S CLOSE, ^SPX -0.86% WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ -1.97% ...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - June 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Live Technical Stock Analysis
LIVE Technical Stock Analysis - May 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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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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You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
First Word
Upticks
Upticks - February 2025
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSS&P Global ($SPGI- $539.69)Accenture ($ACN- $388.00)Upstart Holdings ($UPST- $82.42)Super Micro Computer ($SMCI- $47.91)Alibaba ($BABA- $124.73)Deere & Co....
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Daily Technical Strategy
Industrials, Consumer Discretionary joining Financials in strong bounce
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND THE EXTENT TO WHICH BOTH INDUSTRIALS AND CONSUMER DISCRETIONARY HAVE BEGUN TO TURN HIGHER TO JOIN FINANCIALS LOOKS...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ -1.97% AS OF TUESDAY’S CLOSE, ^SPX -0.86% WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ -1.97% ...
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You have viewed the limit of 2 Macro reports for free this month.
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - June 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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.
Live Technical Stock Analysis
LIVE Technical Stock Analysis - May 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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
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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You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
First Word
Daily Technical Strategy
Technology, Discretionary, Comm. Svcs holding markets up despite poor breadth
SPX HAS NOW PUSHED HIGHER FOR 12 OUT OF THE LAST 14 DAYS, WHILE MARKET BREADTH HAS BEEN NEGATIVE NEARLY EVERY DAY THIS WEEK. WHILE...
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Daily Technical Strategy
Top Ideas and Super SMID Granny picks heading into November
EQUITY TRENDS REMAIN BULLISH BUT FRAGILE AS WE NEAR THE END OF OCTOBER. STOCKS, TREASURY YIELDS, AND THE US DOLLAR LOOK TO ALL BE CLOSE TO...
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First Word
October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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