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Joined September 2020
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SpaceX IPO. Iran deal progress. $QQQ down 7% from its June highs. New Fed Chair next week. Fundstrat's full read on what mattered this week and what to watch heading into next in the latest weekly roadmap: fundstratdirect.com/market-iā¦
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.@fundstrat's Tom Lee says testing new Fed chair Kevin Warsh is one of three reasons a drawdown risk is building into the second half.
The full H2 outlook goes deeper on all three, where he and @MarkNewtonCMT see opportunity, and Fundstrat's June stock ideas: research.fundstratdirect.comā¦
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Fundstrat Direct retweeted
Jun 11
i discuss the imminent breakdown in WTI Crude, $TNX and USD tonight which helps to give some credibility to the idea that this deal could in fact be confirmed. Read through tonights note & let me know if you have questions - fundstrat.com/Mark
Jun 11
Tech is dragging $QQQ lower, but the equal-weight $SPX hasn't broken down.
@MarkNewtonCMT 's read on the rotation out of Growth into Value, the level he expects QQQ to test next, and the sectors he wants to own through it: fundstratdirect.com/technicaā¦
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Jun 12
Bad headline this week: the market shrugged. Good headline: $SPX ripped 1.8% open to close, the hardest since March. Same tape. Opposite reactions. The market has developed selective hearing. The real question is how long that lasts. Fundstrat's First to Market breaks it down š
fundstratdirect.com/market-iā¦
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Jun 12
The year's biggest IPO opened well above its price. $SPCX Wall Street said the raise would drain liquidity. Tom Lee took the other side. Read @fundstrat's full take ā fundstratdirect.com/macro-stā¦
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Jun 12
Crude. The 10-year. The dollar. Three different markets. All rolling over at the same time this week. When they move together like this, it's usually pricing in something bigger for equities. @MarkNewtonCMT mapped the levels that matter.
š: fundstratdirect.com/technicaā¦
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Jun 11
Tech is dragging $QQQ lower, but the equal-weight $SPX hasn't broken down.
@MarkNewtonCMT 's read on the rotation out of Growth into Value, the level he expects QQQ to test next, and the sectors he wants to own through it: fundstratdirect.com/technicaā¦
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Jun 11
1Q earnings beat by 16.7%. EPS revised up 13.6% since the start of the season. And the equal-weight multiple is still below where it sat in 2019. What that means for positioning into summer: fundstratdirect.com/stock-liā¦
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Jun 10
A better than expected CPI print, and $BTC still can't catch a bid. So what's really weighing on crypto right now? @SeanMFarrell and @MarkNewtonCMT on the forces behind the move and where they see it heading. Live Tuesday June 16 at 2pm ET: fundstratdirect.com/event/crā¦
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After Friday's selloff, durable low or dead cat bounce? Mark Newton's latest note has the window and the levels to watch before the next move: fundstratdirect.com/technicaā¦
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172,000 jobs added in May, blowing past the 88,000 expected. A blowout headline. Yet long-term unemployment is up 35.5% year over year. Same report, two stories. Which one does the data actually support?
Fundstrat's take: fundstratdirect.com/market-iā¦
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.@fundstrat's Tom Lee on @PowerLunch today: SpaceX is a two part offering, the IPO and a six month unlock of private shares.
Most retail can't get the IPO allocation: ~95% goes to institutions (Univ. of Florida). Our free report maps the routes in: research.fundstratdirect.comā¦
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ā° Starting in 1 hour.
Tune in at 2PM ET as @fundstrat's Tom Lee joins @PowerLunch to discuss what investors should be watching next. šŗ
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At 2PM ET, @fundstrat's Tom Lee joins @PowerLunch
Markets are moving and there's plenty to discuss. Don't miss Tom's latest views on what's next. šŗ
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