Video: Macro Minute: Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print

VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus.  Additionally, we discuss why Ethereum’s +78% rise in past 8 weeks reflect the market’s recognition that ETH is arguably the biggest macro trade over the next 10-15 years.

Please click below to view our Macro Minute (duration: 5:49).

Video: Macro Minute: Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a hot CPI print

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45 SMID Granny Shot Ideas: We performed our quarterly rebalance on 5/22. Full stock list here -> Click here

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