First Word
Wed, January 31, 2024 | 7:45AM ET
January on track for >3% gain, solidifying 2024 to be positive (>92% probability) and suggests our 5,200 target might be low.
Macro Minute Video
Tue, January 30, 2024 | 8:15PM ET
VIDEO: Macro Minute: January on track for >3% gain, solidifying 2024 to be positive (>92% probability) and suggests our 5,200 target might be low.
Macro Minute Video
Mon, January 29, 2024 | 7:45PM ET
VIDEO: Macro Minute: This week will determine how high "Jan new highs" go.
First Word
Fri, January 26, 2024 | 7:50AM ET
Equities holding up despite -11% Tesla decline (8th largest stock) = sign of resilience. Dec Core PCE out on Friday. Tireless Ken sees downside print.
Macro Minute Video
Thu, January 25, 2024 | 5:14PM ET
VIDEO: Macro Minute: Equities holding up despite -11% Tesla decline (8th largest stock) = sign of resilience. Dec Core PCE out on Friday. Tireless Ken sees downside print.
Macro Minute Video
Wed, January 24, 2024 | 10:37PM ET
VIDEO: Macro Minute: S&P US Flash PMIs move >50, supporting recovery thesis in capex = improving EPS growth in 2023
First Word
Wed, January 24, 2024 | 7:45AM ET
5 reasons we see market breadth improving in 2024 = favors small-caps and stock picking. SMID Granny Shots as well.
Macro Minute Video
Tue, January 23, 2024 | 7:27PM ET
VIDEO: Macro Minute: 5 reasons we see market breadth improving in 2024 = favors small-caps and stock picking. SMID Granny Shots as well.
First Word
Mon, January 22, 2024 | 7:50AM ET
Since 1950, reaching all-time highs after a 20% decline led to 6M gains 11 of 11 times. And 18M sustained gains 7 of 11 times. Affirming 2024 constructive outlook. Don't give up on small-caps
Macro Minute Video
Sun, January 21, 2024 | 10:46PM ET
VIDEO: Macro Minute: Since 1950, reaching all-time highs after a 20% decline led to 6M gains 11 of 11 times. And 18M sustained gains 7 of 11 times. Affirming 2024 constructive outlook. Don't give up on small-caps
First Word
Fri, January 19, 2024 | 7:50AM ET
Equities manage to claw back to flat YTD, and we still expect new highs by late-Jan. This, however, is not a risk-on signal.
Macro Minute Video
Thu, January 18, 2024 | 8:16PM ET
