implicit
implicit
implicit
Metals
USD
Morgan Stanley
8.4
Investment Bank $1600.00B
Mike Wilson 9.0
Investment Bank $1600.00B
Mike Wilson 9.0
4/24/2026 5:10:00 PM
ndx
Wilson is bullish on equities due to strong earnings recovery and broadening, which supports the Nasdaq 100.
| 4/23/2026 8:05:33 PM | short term cautious down | 5 days later | -0.43% | +0.21% |
| 12/19/2025 7:40:58 PM | medium term up | 21 days later | +1.28% | +1.28% |
| 12/15/2025 10:20:08 PM | medium term up | 20 days later | +1.07% | +1.07% |
| 12/2/2025 5:18:13 PM | long term up | 61 days later | +0.52% | +0.52% |
| 11/28/2025 6:46:36 PM | short term up | 7 days later | +1.12% | +1.12% |
| 11/25/2025 1:41:12 AM | medium term up | 20 days later | -0.41% | -0.41% |
| 11/25/2025 12:34:15 AM | short term up | 5 days later | +0.42% | +0.42% |
| 11/24/2025 4:43:34 PM | long term up | 62 days later | +2.78% | +2.78% |
| 11/22/2025 1:57:04 AM | medium term up | 21 days later | +0.78% | +0.78% |
| 11/14/2025 8:08:25 PM | medium term up | 21 days later | +3.34% | +3.34% |
| 11/7/2025 11:22:11 PM | short term up | 7 days later | -3.17% | -3.17% |
| 11/4/2025 2:20:08 PM | medium term cautious down | 20 days later | -2.35% | +1.17% |
| 11/3/2025 5:11:21 PM | medium term up | 20 days later | -2.21% | -2.21% |
| 10/31/2025 9:47:56 PM | short term up | 7 days later | -1.39% | -1.39% |
| 10/31/2025 3:02:13 PM | medium term cautious up | 21 days later | -4.23% | -2.12% |
| 10/21/2025 3:40:54 PM | medium term up | 20 days later | +2.63% | +2.63% |
| 10/14/2025 9:08:43 PM | medium term up | 20 days later | +2.79% | +2.79% |
| 10/2/2025 9:07:28 AM | medium term up | 20 days later | +1.26% | +1.26% |
| 9/23/2025 3:45:06 PM | medium term up | 20 days later | +0.31% | +0.31% |
| 9/22/2025 11:26:50 PM | short term cautious up | 6 days later | +0.13% | +0.06% |
| 9/8/2025 9:33:32 PM | short term up | 6 days later | +1.90% | +1.90% |
| 9/4/2025 5:07:54 PM | medium term up | 20 days later | +3.15% | +3.15% |
| 9/4/2025 9:41:48 AM | medium term cautious down | 20 days later | +3.15% | -1.57% |
| 8/18/2025 11:36:07 PM | medium term up | 20 days later | +1.61% | +1.61% |
| 8/7/2025 5:16:29 PM | medium term up | 20 days later | +0.39% | +0.39% |
| 8/5/2025 10:59:28 PM | medium term up | 20 days later | +0.90% | +0.90% |
rut
We want to go back to some of these areas that got pummeled... consumer goods, industrial stocks, financials area. We doubled down on the like three weeks ago.
The broadening earnings story supports small-cap and value areas like the Russell 2000.
| 11/22/2025 1:57:04 AM | medium term up | 21 days later | +4.82% | +4.82% |
wti
Wilson mentions oil as a potential external event that could cause bond volatility, implying a risk of higher oil prices.
| 3/28/2026 12:19:11 AM | medium term up | 21 days later | -12.90% | -12.90% |
| 3/12/2026 10:06:31 AM | short term up | 5 days later | -2.42% | -2.42% |
| 1/5/2026 1:42:32 PM | short term cautious down | 6 days later | +4.15% | -2.07% |
yields
Wilson says he's not worried about rates now, but crossing 4.50% due to inflation would be an issue, implying a cautious upward bias if inflation re-emerges.
| 3/28/2026 12:19:11 AM | medium term up | 21 days later | -2.12% | -2.12% |
| 12/23/2025 1:36:10 AM | short term cautious down | 5 days later | -0.48% | +0.24% |
| 12/18/2025 1:46:01 AM | medium term cautious down | 20 days later | +0.77% | -0.39% |
| 12/8/2025 1:14:06 PM | medium term cautious down | 20 days later | -1.67% | +0.84% |
| 12/2/2025 9:28:55 PM | medium term cautious down | 20 days later | +2.76% | -1.38% |
| 11/28/2025 6:46:36 PM | medium term down | 21 days later | +1.78% | -1.78% |
| 11/25/2025 12:34:15 AM | medium term down | 20 days later | +3.78% | -3.78% |
| 11/22/2025 1:57:04 AM | medium term cautious down | 21 days later | +3.57% | -1.78% |
| 11/14/2025 8:08:25 PM | short term cautious down | 7 days later | -2.30% | +1.15% |
| 11/12/2025 1:48:25 PM | short term cautious down | 5 days later | +0.27% | -0.13% |
| 11/4/2025 2:20:08 PM | medium term cautious down | 20 days later | -3.73% | +1.86% |
| 11/3/2025 5:11:21 PM | medium term cautious down | 20 days later | -1.25% | +0.62% |
| 10/21/2025 3:40:54 PM | short term cautious down | 5 days later | +1.11% | -0.56% |
| 9/24/2025 2:05:49 AM | short term cautious down | 5 days later | -0.58% | +0.29% |
| 9/17/2025 8:50:18 PM | medium term cautious down | 20 days later | +0.61% | -0.30% |
| 9/8/2025 7:17:58 PM | short term cautious down | 6 days later | -0.98% | +0.49% |
| 9/4/2025 5:07:54 PM | medium term cautious down | 20 days later | +2.10% | -1.05% |
| 8/12/2025 6:27:35 PM | short term cautious down | 5 days later | +2.43% | -1.22% |
| 8/5/2025 10:59:28 PM | medium term down | 20 days later | +0.90% | -0.90% |
| 8/5/2025 2:12:54 PM | short term cautious down | 5 days later | +1.26% | -0.63% |
