Macro Minute Video
Video: Macro Minute: S&P 500 up +1.8% so far, a great sign. Leadership continues to come from Energy, Basic Materials and crypto
Video_: _We discuss how 2026 is starting off on a strong note, including positive the first 5 days. This is consistent with our "base case"...
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Macro Minute Video
Video: Macro Minute: Washington picks "winners and losers," and it usually pays to avoid "losers" --> so far in 2026, DC has picked 3 (maybe 4) losers.
Video_: _We discuss how 2026 is shaping up so far and like in 2025, it pays to avoid what DC chooses as losers (2025, it...
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First Word
January 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. ________________________________________________ TO DOWNLOAD THE SLIDE DECK FOR OUR...
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Appearances
Macro Minute Video
Video: Macro Minute: So far so good in 2026. Supreme Court could rule on tariffs this Friday
Video_: _The rule of first 5 days remains what we watch closely, but so far so good. The Friday Dec jobs report is likely similar...
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Appearances
Macro Minute Video
Video: Macro Minute: 2026 tracking positively on rule of "first 5 days" and S&P 500 closing above 6,845.50 by Jan 8 is key
Video_: _The rule of first 5 days, which is that how stocks do in the first week has influence on the full year, is strangely...
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