Fri September 22, 2023

GRANNY SHOTS: September Super Granny update. 

WE WILL NOT BE HAVING AN ASSOCIATED WEBINAR FOR THE SEPTEMBER SUPER GRANNY UPDATE THIS MONTH.UPDATING 5 SUPER AND 5 SLEEPER GRANNIESCHARTBOOK LINKED ABOVE “Super Grannies” (long) and “Sleeper Grannies”...

Wed July 19, 2023

GRANNY SHOTS: 3Q rebalance +8 adds/-7 deletes. Plus, July Super and Sleeper Grannies. 2023 YTD 22.7% (409bp vs S&P 500).

Today we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies. “ If you have not yet registered, sign up with the webinar block below. ________________________________________________ _TODAY'S NOTE...

Wed July 5, 2023

Energy strengthening short-term; Yet more needed for long-term conviction

TREND BULLISH- EXPECT RALLY UP TO SPX 4500 AND QQQ 395 BEFORE POSSIBLE STALLOUT; PULLBACKS BUYABLE WHEN THEY OCCUR FOR ADDITIONAL STRENGTH INTO JULY 21 Minor consolidation happened Wednesday to...

Thu June 15, 2023

The Zoomer Experience: Opportunities From the Rise of the Newest Generation of Adults

“Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” ~ Ferris Bueller, _Ferris Bueller’s Day Off (1986)_ The fictional Mr....

Thu February 9, 2023

Positioning Your Portfolio for the Silver Tsunami: Stock Ideas for an Aging America

News outlets worldwide reacted with concern on Jan. 18 when China acknowledged that its population had shrunk for the first time since 1961. But China is far from alone. The...

Tue November 22, 2022

November Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Tue October 25, 2022

October 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Tue September 27, 2022

September 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Fri August 19, 2022

August 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Fri July 22, 2022

July 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Thu June 23, 2022

June 2022 Dunks Update

Our research, which has been developed over two decades of Wall Street experience, strongly suggests that our Dunks Product can add significant value by supplementing the actively managed part of...

Mon June 13, 2022

What Our Clients Are Talking About Behind The Scenes

At the start of last week, I released my updated sector recommendations (Sectors Update) and Whispers (Previous Whispers) where I continued to suggest that my work had not been supporting...