First Call June 24, 2021

First Call June 24, 2021

S&P futures up 0.4% and Nasdaq futures are up 0.55% fading off highs in Thursday morning trading after US equities finished mixed in uneventful Wednesday trading. Stocks remain on track for strong weekly gains following last week's pullback. I am on Real Vision...
First Call June 24, 2021

Q Less

Today's focus looks at the mega-cap Nasdaq 100 leaders The "Q's" Meet Lina Khan (the surprise and not so friendly to mega-cap tech) new FTC Chairwoman Lot's of charts including some important custom charts with these mega-cap tech stocks Spoiler alert:  Some pending...
First Call June 24, 2021

First Call June 23, 2021

S&P and Nasdaq futures are flat, off best levels. Comes after US equities finished higher on Tuesday, extending a big Monday bounce. Growth outperformed value after trailing by 100 bp during Monday's rally. Asian equities mostly higher overnight with Hong Kong the...
First Call June 24, 2021

Unchanged and Unhinged

This is the only note for today as I have a lot going on Powell's testimony is unchanged from last week Crypto's have come unhinged  The bounce yesterday is not really showing much promise with the mega caps doing most of the heavy lifting and breadth is down overall...