From the Desk of Kimmy Sokoloff

It's Friday the 13th.

We had a few banks report earnings this morning, and as of now they're trading lower.

It's the weekly bond edition of What the FICC?

Credit spreads around the world are sending a clear message: "Relax."

Check it out!

In a recent note, I shared performance stats for our All Star Options Paid-to-Play portfolio, and in the time since, I’ve fielded numerous emails/DMs that all ask basically the same question:

How did you earn money in such a challenging...

From the Desk of Kimmy Sokoloff

It was a powerful day in the market. $SPY closed its gap at 396.31 and pushed along.

I said in the live...

This is the video recording of the January 12th, 2023, Weekly Town Hall w/ Willie Delwiche.

1/12/23 2:00 PM ET

From the Desk of Louis Sykes

Every child loves a bedtime story.

These stories allow their mind to wander from busy thoughts into an adventure. It provides a comforting reality and a narrative they can consciously control.

Today's Hot List is a short one.

The only Form 4 on our list was filed by the chief marketing officer of Dave & Buster's Entertainment $PLAY, who revealed a small purchase of $149,684.

This activity comes on the heels of a handful...

From the Desk of Kimmy Sokoloff

With the December CPI up on deck for release at 8:30 a.m. ET, I think I'll hold off on talking about ideas until the data is released.

Let's see how the market reacts.

A question that keeps coming up to me is why Consumer Staples and Low Volatility stocks are outperforming.

These are normally the types of things you see when stocks in...

This week we're looking into the Infrastructure sector.

We retired our "Five Bull Market Barometers" in 2020 to make room for a new weekly post that's focused on the three most important charts for the week ahead.

This is...

It's the weekly currency edition of What the FICC?

Is the dollar going to finally bounce?

I have no idea, but the euro will likely answer that question in the coming days.

Check it out!

From the Desk of Kimmy Sokoloff

The market gapped up nicely and held strong today.

We've got CPI in the morning, so be on your toes.

With the NFL Playoffs getting underway this weekend (Go Bills!), it's time we put the offense on the field!

I was kicking around a bullish idea in a consumer staples name during our Analyst meeting today. The chart looks great. The...

From the desk of Willie Delwiche.

Over the course of 2022, the two-year (8-quarter) return for the aggregate...