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US Treasury (10 Yr Generic) (GT10 GOVT)
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bullish
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Macroeconomics
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15 Aug 2024 11:57
US CPI Watch: The old culprits are back, but the report is soft enough for the Fed to cut
Overall this print doesn’t change the picture a whole lot. Inflation is soft enough for the Fed to cut, but it is not a “slam dunk” disinflation...
Steno Research
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198 Views
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bullish
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Macroeconomics
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23 Jul 2024 17:31
Great Game – 5 Things I Expect from Kamalanomics
Whoa, yet another completely historical weekend in the US Presidential Race. President Biden is out of contention in what was perhaps the most...
Steno Research
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260 Views
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bullish
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Tesla
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10 Jul 2024 03:10
Play the Hand You're Dealt; Bullish Outlook Intact; Remain Overweight Large-Cap Growth; Tech Buys
Play the Hand You're Dealt; Bullish Outlook Intact $SPX $QQQ $IWM; Remain Overweight Large-Cap Growth $IWF $NVDA $AVGO $TSM $AMD $ASML $AAPL $MSFT...
Vermilion Research
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212 Views
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bullish
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Macroeconomics
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04 Jul 2024 09:57
Business Cycle Watch: Is the US in a recession already? Here are the pros and cons
It’s not like we haven’t had this discussion a few times already this cycle, but the recession chatter is staring at us again after the weakest...
Steno Research
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234 Views
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bullish
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Amazon.com Inc
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03 Jul 2024 03:18
Remain Overweight Large-Cap Growth; Downgrading Materials to Underweight; Software Buys $MSTR $CRWD
Remain Overweight Large-Cap Growth $IWF as discussed 5/29/24; Downgrading Materials $XLB to Underweight; Buy/Stay Long Software Stocks $IGV $MSFT...
Vermilion Research
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265 Views
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