Video: Macro Minute: We got tariff liberation day wrong. The White House broke a core covenant of capitalism.  But stocks stretched to downside (and excessive recession risk) and we see high probability of de-escalation.

VIDEO: We believe stocks have overshot to the downside, even as technical damage is enormous and requires patience to repair.


Please click below to view our Macro Minute (duration: 12:00).

Video: Macro Minute: We got tariff liberation day wrong. The White House broke a core covenant of capitalism.  But stocks stretched to downside (and excessive recession risk) and we see high probability of de-escalation.

Video: Macro Minute: We got tariff liberation day wrong. The White House broke a core covenant of capitalism.  But stocks stretched to downside (and excessive recession risk) and we see high probability of de-escalation.

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45 SMID Granny Shot Ideas: We performed our quarterly rebalance on 2/18. Full stock list here -> Click here

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