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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Macro Minute Video
Video: Macro Minute: The 'wall of worry' is growing again, prompting investors to de-risk. We still see a choppy Nov start, but ultimately a strong month
Video_: _Investors are seeing a constellation of worries, which is prompting many to sideline. But wall of worries is how markets stage subsequent gains. Please...
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Macro Minute Video
Video: Macro Minute: November likely an up month. Past 100 years show, after being up 6 months in a row, Nov likely +2.5%, or +200 points
Video_: _We believe November will be an up month for stocks. Part of this is that strong markets stay strong and the data from last...
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