Here’s a preview of what we’ll cover this week:  Macro: Fed Rate-Cut Remorse Is Creeping In; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market? Markets: TechnipFLP – The Upstream...

Here’s a preview of what we’ll cover this week:  Macro: Scott Bessent on Bloomberg Surveillance, Point72’s Cohen Gets Bearish Market: Share-Based Compensation, Markets Misprice Risk AI: GROK vs OpenAI Lumida in Spotlight Ever wondered where the biggest...

Welcome to Trends with No Friends. For those just joining us, here’s an overview… Trends With No Friends sifts through the noise and discovers stocks above $1B market cap with high relative strength and low social following. Why is this combination...

From the Desk of Steve Strazza @Sstrazza Welcome to The Minor Leaguers. We’ve had some great trades come out of this small-cap-focused column since we launched it back in 2020 and started rotating it with our flagship bottom-up scan, Under the Hood. For...

It was a very interesting, sharp reversal in tech on Friday. SOX immediately reacted to that 5200 area. NVDA AMD TSM all saw massive reversals on heavy volume. Many momentum leaders started to rever… Read more

“The Super Bowl Of AI” We’re in the midst of something big… Technology is accelerating at rates unseen in human history. And AI is the root of it all. March 18th, NVIDIA’s Co-Founder and CEO Jensen Huang took center stage – leather jacket to...

Happy Sunday! Welcome to Trends with No Friends. For those just joining us, here’s an overview… Trends With No Friends sifts through the noise and discovers stocks above $1B market cap with high relative strength and low social following. Why is...

This week, golf influencers took to Meta for the Callaway Creator Retreat and Meta’s AI smart glasses were the center of attention. Infusing AI and AR into golf could be transformational. The sport becomes a real-life video game. Let me humor you for...

It’s that time of year again—my wife asked me to get some quotes on homeowners insurance because our current provider wants to raise our rates…again. Between premium increases and claims denials, it’s easy to hate these companies. However, as...

SLAP CHOP Let’s be real. No one misses cable TV. But if there’s one thing I do miss, it’s the infomercials. Billy Mays had the football uniforms spotless.Tony Horton had the whole house shredded with P-90X by summer. And lately, the S&P 500 seems to...