Thu January 11

SFN Review – The Companies That Caught Our Attention the Most Frequently Last Year

The first _Signal From Noise_ of 2024 finds us repeating our commitment to providing readers with a big-picture view of the markets as seen from Fundstrat’s evidence-based approach to investment...

Thu December 28, 2023

Innovations That Have Us Excited Heading Into 2024

Throughout history, economic progress has been driven by technological and scientific advances. Often, forward-looking investors can immediately see the clear path to profits from such innovation – for example, Fundstrat’s...

Thu December 14, 2023

Riding the Cybersecurity Surge: Finding Investment Gems in the Digital Ramparts

In an era defined by technological quantum leaps, the ubiquity of data, and the interconnectedness of devices, the cybersecurity industry positions itself as the digital bulwark protecting businesses, governments, and...

Thu November 30, 2023

The Shrinkage Problem: Retail Theft Could Lead to Investment Opportunities

As of publication, we are in the most important month of the year for retailers. And while many have been cautious in their public-facing expectations, the resilience of the economy...

Thu October 26, 2023

Private-Sector Intelligence After Israel-Gaza

There seems to be widespread agreement that the horrific attacks on Israel on October 7, 2023 could only have taken place after a catastrophic intelligence failure. The attacks were so...

Mon October 23, 2023

Uncertainty dominates macro headlines, sidelining investors. 162 S&P 500 report this week, biggest week of 3Q23 season.

We discuss: There are widening uncertainties around Israel-Gaza, Washington, rates and EPS season.  This explains why investors are sidelined but we need to be mindful that markets bottom on bad...

Thu July 13, 2023

The Path to Automation

“Knowing is not enough; we must apply. Willing is not enough; we must do.” — Johann Wolfgang von Goethe Since its inception, the Granny Shots stocklist has identified the worsening...

Thu June 15, 2023

DJIA breakout shows how market rally continues to broaden out

TREND BULLISH - DESPITE STRETCHED MOMENTUM, LONG POSITIONS REMAIN CORRECT; PULLBACKS FROM NEAR-TERM OVERBOUGHT LEVELS NEXT WEEK LIKELY PROVE MINOR BEFORE GAINS INTO LATE JUNE. SPX has now risen for...

Mon May 15, 2023

Bank and Technology bounce should help drive SPX over 4200

TREND STILL BULLISH - EXPECTING UPCOMING PUSH BACK ABOVE SPX-4200 –No change on last week’s comments - Wave structure on a short-term basis remains constructive, and should lead SPX back...

Wed May 3, 2023

MAKE OR BREAK WEEK: JOLTS show the "bro"-cession becoming more visible in data and possibly April jobs (this Fri). Despite market weakness past few days, risk/reward positive on Fed "dovish" +25bp hike.

The S&P 500 closed a year ago (4/30/22) at 4,132 and closed April 2023 at 4,169. Yes, the S&P 500 is exactly flat with where it was one year ago....

Fri March 10, 2023

The AI Frontier: Which Companies Can Take Us Into New Territory?

― Pedro Domingos, “The Master Algorithm” Many column inches in business and news media have been devoted to artificial intelligence in 2023, driven by the buzzy introduction of OpenAI’s ChatGPT...

Fri June 17, 2022

Managing Emotions Amid Volatility

Good Evening: _“People are like stained-glass windows. They sparkle and shine when the sun is out, but when the darkness sets in, their true beauty is revealed only if there...