Appearances
Macro Minute Video
Video: Macro Minute: Turbulence grows as Fed officials push back against Dec cut. Still in Nov chop but we see gains by month end
Video_: _Fed officials are still pushing back against a Dec cut, which is making markets more wary. And markets have a new "wall of worry"...
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Macro Minute Video
Video: Macro Minute: Markets still climbing a wall of worry, but performance chasing is a bigger positive tailwind
Video_: _We were at a conference earlier this week, and we met with many investors. The skepticism into year-end is rising due to the recent...
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Webinar
Macro Minute Video
Video: Macro Minute: November tracking as expected, choppy first two weeks. And with govt shutdown ending, we still see 7,000 before end of month
Video_: _The longest govt shutdown in history is finally over. This is good news, restoring liquidity to markets. And this is setting the stage for...
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First Word
MARKETING DECK: Supercycles intact. Wall of worries growing. Risk/reward positive.
NOVEMBER: FUNDAMENTALS REMAIN INTACT = UP NOVEMBERSTOCKS UP 6 MONTHS IN A ROW = NOV UP3Q25 EPS: MARGINS EXPANDING = POSITIVEFUND MANAGER CHASEWALL OF WORRY:(I)...
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