Ticker Appearances
Daily Technical Strategy
Energy’s rally is getting too bullish to ignore
NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND TUESDAY’S MINOR PULLBACK FAILED TO CAUSE TECHNICAL DETERIORATION THAT WOULD SUGGEST THAT THIS RALLY IS COMING TO AN...
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
Gold has broken out of intermediate-term downtrends while TLT nears support
SPX LOOKS UNLIKELY TO BREAK 4200 RIGHT AWAY, AND RECENT SELLING PRESSURE SHOULD REPRESENT AN ATTRACTIVE RISK/REWARD OPPORTUNITY FOR US RISK ASSETS. BOTH US DOLLAR...
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 )
Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
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
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
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 )
Your Weekly Roadmap
Markets Have Another Choppy Week and Rotation Continues, Financials Have Rough Friday After Big Bank Earnings
The S&P 500 closed at 4,662.85 down from 4677.03 . The VIX settled at $19.19 and didn’t get too far above $20 this week.Powell’s testimony...
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 )
Technical Strategy
Granny Shot Technicals: Recent additions
Technical Strategy Video (Recorded Wednesday, November 3rd): AAP, AZO, KLAC are the most bullish technically right now given their recent parabolic price...
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
Delta-plus is a non-issue in USA, so far... Energy + Bitcoin most logical YE strategies
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: DELTA-PLUS IS A NON-ISSUE IN USA, SO FAR… ENERGY +...
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
3 anecdotal signs COVID-19 might be closer to "endemic" than consensus believes = positive bias. Re-balance Granny Shots --> +13 adds, -9 deletes. YTD outperforms +404bp
The 7D avg in cases is down to 69,331 and as we noted last week, this is looking to be on track for 50,000 by...
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
Energy’s rally is getting too bullish to ignore
NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND TUESDAY’S MINOR PULLBACK FAILED TO CAUSE TECHNICAL DETERIORATION THAT WOULD SUGGEST THAT THIS RALLY IS COMING TO AN...
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
Gold has broken out of intermediate-term downtrends while TLT nears support
SPX LOOKS UNLIKELY TO BREAK 4200 RIGHT AWAY, AND RECENT SELLING PRESSURE SHOULD REPRESENT AN ATTRACTIVE RISK/REWARD OPPORTUNITY FOR US RISK ASSETS. BOTH US DOLLAR...
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 )
Your Weekly Roadmap
Stocks Struggle in The First Week of the Second Quarter
The market had a down week in the face of a hawkish tone from several Fed speeches and events that make it look like the...
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
Updating "Granny Shots" adding 7 names, deleting 9 -- seasonals favor inflection in "Pure Growth" + further upside in "Quality Defensive"
We publish on a 3-day a week schedule: Monday SKIP TUESDAY Wednesday SKIP THURSDAY Friday STRATEGY: UPDATING "GRANNY SHOTS" ADDING 7 NAMES, DELETING 9 --...
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 )
Your Weekly Roadmap
Markets Have Another Choppy Week and Rotation Continues, Financials Have Rough Friday After Big Bank Earnings
The S&P 500 closed at 4,662.85 down from 4677.03 . The VIX settled at $19.19 and didn’t get too far above $20 this week.Powell’s testimony...
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 )
Technical Strategy
Granny Shot Technicals: Recent additions
Technical Strategy Video (Recorded Wednesday, November 3rd): AAP, AZO, KLAC are the most bullish technically right now given their recent parabolic price...
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
Delta-plus is a non-issue in USA, so far... Energy + Bitcoin most logical YE strategies
We publish on a 4-day a week schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: DELTA-PLUS IS A NON-ISSUE IN USA, SO FAR… ENERGY +...
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
3 anecdotal signs COVID-19 might be closer to "endemic" than consensus believes = positive bias. Re-balance Granny Shots --> +13 adds, -9 deletes. YTD outperforms +404bp
The 7D avg in cases is down to 69,331 and as we noted last week, this is looking to be on track for 50,000 by...
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
Energy’s rally is getting too bullish to ignore
NEAR-TERM EQUITY TRENDS ARE SHORT-TERM BULLISH, AND TUESDAY’S MINOR PULLBACK FAILED TO CAUSE TECHNICAL DETERIORATION THAT WOULD SUGGEST THAT THIS RALLY IS COMING TO AN...
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 )
