Ticker Appearances
First to Market
Movies Could Supplant Americans’ Desire For Travel This Summer
CHART OF THE DAY GOOD MORNING! Memorial Day weekend, which marks the beginning of summer for Americans (solstice notwithstanding), is a week away. That's traditionally...
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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 Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
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Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
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First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
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First to Market
Movies Could Supplant Americans’ Desire For Travel This Summer
CHART OF THE DAY GOOD MORNING! Memorial Day weekend, which marks the beginning of summer for Americans (solstice notwithstanding), is a week away. That's traditionally...
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You currently can unlock 2 Macro reports this month.
Current usage: Macro (0/2)Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 0 [current_usage_crypto] => 0 [max_usage] => 2 [max_usage_crypto] => 2 )
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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You currently can unlock 2 Macro reports this month.
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First Word
Flat equities after "hot" Nov jobs report shows stocks proving more resilient than consensus expects... why is S&P 500 drawdown worse than Germany, China or Japan? Still see rally into YE towards 4,400-4,500
The strong November jobs report (on 12/2) of +263k vs 200k consensus (plus strong wage growth) gave markets every excuse to sell off sharply:Strong jobs...
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You currently can unlock 2 Macro reports this month.
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Your Weekly Roadmap
Amidst a Backdrop of Other Developments, Powell’s Comments Spark a Good Week for Equities
Ordinarily, many investors would have been focused on the retail sector this week. If we consider Thanksgiving to be the official beginning to the holiday...
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You currently can unlock 2 Macro reports this month.
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First Word
The inflation crisis of 2022 made investors focus solely on danger, not opportunity. Powell signaling time to look at latter. YE rally to be fueled by Tech + Small-caps + High P/E + Heavily Shorted
I am on my way to Tokyo/Osaka for a few days, traveling with SMBC Nikko, which is our business partner in Japan. Japan is one...
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You currently can unlock 2 Macro reports this month.
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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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You currently can unlock 2 Macro reports this month.
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