Macro Minute Video
Wed, February 28, 2024 | 7:38PM ET
VIDEO: Macro Minute: 4 themes working in 2024. Jan PCE released Thu am. Recall, "stubborn" inflation is Auto insurance + Shelter. NYSE margin debt barely rose in Jan
Macro Minute Video
Mon, February 26, 2024 | 7:13PM ET
VIDEO: Macro Minute: Jan PCE this Thu is key macro. Buy the dip coming back strong. Ex: PANW selloff last week
First Word
Mon, February 26, 2024 | 7:50AM ET
NVDA 4Q23 EPS increase was $10.7b of S&P 500 EPS gain $34.9B (31%). AMZN another 30%. Ex-bottom 15 cos, S&P 500 EPS growth >14%
Macro Minute Video
Sun, February 25, 2024 | 11:00PM ET
VIDEO: Macro Minute: NVDA 4Q23 EPS increase was $10.7b of S&P 500 EPS gain $34.9B (31%). AMZN another 30%. Ex-bottom 15 cos, S&P 500 EPS growth >14%
First Word
Fri, February 23, 2024 | 7:40AM ET
Yesterday shows still "gas in the tank" of current rally (17 weeks now). NVDA was good EPS = rising stock. Warning sign is stocks falling on good news.
Macro Minute Video
Thu, February 22, 2024 | 7:34PM ET
VIDEO: Macro Minute: Today shows still "gas in the tank" of current rally (17 weeks now). NVDA was good EPS = rising stock. Warning sign is stocks falling on good news.
Macro Minute Video
Wed, February 21, 2024 | 6:31PM ET
VIDEO: Macro Minute: We think it is too early to declare AI a bubble, looking back at dot-com and Nikkei surges
First Word
Wed, February 21, 2024 | 7:45AM ET
GRANNY SHOTS: February 2024 Super Granny update.
Macro Minute Video
Tue, February 20, 2024 | 8:12PM ET
VIDEO: Macro Minute: February 2024 Super Granny update.
Macro Minute Video
Wed, February 14, 2024 | 7:14PM ET
VIDEO: Macro Minute: Today's bounce shows 1Q24 "top" not yet in, look for sell-off on good news
First Word
Wed, February 14, 2024 | 7:45AM ET
Yesterday was unlikely the 1Q24 market top. Feels more like profit-taking as prices retrace gains of last 4 days. Proper yesterday is "sell off on good news" not a bad CPI report.
Macro Minute Video
Tue, February 13, 2024 | 7:09PM ET
