Prices as of 2026-09-04 16:20:55 ET
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 -0.46% : 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 -0.46% 's former...
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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 -0.46% AND QQQ 0.07% A BIT CLOSER TO BREAKING OUT OF THE TRIANGLE CONSOLIDATION THAT BOTH HAVE...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
March FOMC meeting Wed is key focus this week. Incoming data likely shows broadening weakess (but is it priced in?). And is $NVDA rally a sign China deal is near?
For the first time in awhile (weeks?), the weekend was quiet from a policy perspective (consider last Sunday’s “there will be pain”). And this likely...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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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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Daily Technical Strategy
SPX push back to near All-time highs is encouraging, but it looks premature to take a victory lap
^SPX -0.46% : 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 -0.46% 's former...
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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 -0.46% AND QQQ 0.07% A BIT CLOSER TO BREAKING OUT OF THE TRIANGLE CONSOLIDATION THAT BOTH HAVE...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
March FOMC meeting Wed is key focus this week. Incoming data likely shows broadening weakess (but is it priced in?). And is $NVDA rally a sign China deal is near?
For the first time in awhile (weeks?), the weekend was quiet from a policy perspective (consider last Sunday’s “there will be pain”). And this likely...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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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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Daily Technical Strategy
SPX push back to near All-time highs is encouraging, but it looks premature to take a victory lap
^SPX -0.46% : 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 -0.46% 's former...
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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 -0.46% AND QQQ 0.07% A BIT CLOSER TO BREAKING OUT OF THE TRIANGLE CONSOLIDATION THAT BOTH HAVE...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
January Top Stock Ideas and Super SMID Granny Market Update
VIDEO: Wednesday could be an important day because of CPI and Earnings_._ Please click below to view our Macro Minute (duration: 3:23). ________________________________________________UPDATING...
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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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