Ticker Appearances
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
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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Daily Technical Strategy
Super “SMID” Technical Picks
NEAR-TERM TRENDS STILL APPEAR TO HAVE LIMITED UPSIDE, DESPITE TECHNOLOGY HAVING OUTPERFORMED IN A WAY THAT’S LARGELY HOLDING UP INDICES LIKE SPX AND QQQ TO...
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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
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
You currently can unlock 2 Macro reports this month.
Current usage: Macro (0/2)Already have an account? Sign In unknown
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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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
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
Super “SMID” Technical Picks
NEAR-TERM TRENDS STILL APPEAR TO HAVE LIMITED UPSIDE, DESPITE TECHNOLOGY HAVING OUTPERFORMED IN A WAY THAT’S LARGELY HOLDING UP INDICES LIKE SPX AND QQQ TO...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
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 )
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:_...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
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 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
You currently can unlock 2 Macro reports this month.
Current usage: Macro (0/2)Already have an account? Sign In unknown
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