Tue February 6

Europe and China both look to be close to temporary outperformance vs. US

DIVERGENCE BETWEEN THE TOP PERFORMING STOCKS WITHIN TECHNOLOGY AND THE BROADER MARKET CONTINUES TO BE ONE OF THE MOST DISCUSSED TOPICS OF 2024.   PERFORMANCE DISPARITY HAS REACHED EXTREME LEVELS.  YET,...

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...

Mon June 5, 2023

Market breadth expanding as 8 of 11 sectors above 20dma (vs 2 last month). 4 reasons "fresh capital” should invest in Industrials. 17 stock ideas.

As we move into the second week of June, our confidence that S&P 500 will gain >20% in 2023 has increased. The decisive upside breakout last week helps, as are...

Tue February 28, 2023

Industrials set for above-average outperformance in March

The choppy near-term consolidation over the last week remains ongoing as February was officially closed out with SPX lower by nearly -2.5%.  Yet, downside likely should be contained near 3920-30,...

Fri July 29, 2022

Great breadth expansion to mark a very good July

The S&P was up ~9% for the month of July, representing its best month of gains in two years, and the best July performance since 1939.  Just since mid-June when...

Thu February 10, 2022

Inside Our Approach To Investing In The Rise of AI and Automation

INSIDE OUR APPROACH TO INVESTING IN THE RISE OF AI AND AUTOMATIONThis Signal is on one of our Granny Shot themes, the Rise of AI/Automation.  Our Head of Research, Tom...