Ticker Appearances
First Word
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER Back by popular demand, we...
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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
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 Word
GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."
On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and...
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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
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER Back by popular demand, we...
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You currently can unlock 2 Macro reports this month.
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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
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 2 Macro reports this month.
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First Word
GRANNY SHOTS: March 2024 Super Granny update. Still risk-on as still "gas in the tank."
On Friday, 3/22, we hold our monthly webinar on the Top 5 “Super” and Bottom 5 “Sleeper" ideas within our Large Cap Granny Shot and...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
You currently can unlock 2 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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
You currently can unlock 2 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 2 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
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships. Sign up Here!
You currently can unlock 2 Macro reports this month.
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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.
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