Intraday Alert
MARKETING DECK: P/E should likely be expanding in 2026
NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...
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Macro Minute Video
Video: Macro Minute: June PPI + July Fed Beige Book show little signs of inflation = good. 2Q25 EPS season off to a solid start
VIDEO: PPI should lead CPI inflation since this is the inflation seen by producers. For June, this PPI core inflation was slightly negative. There are...
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First Word
July Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks fell today arguably because June Core CPI showed signs of...
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Macro Minute Video
Video: Macro Minute: This week's June Core CPI and 2Q25 EPS season are likely the positive catalysts to push S&P 500 to upside breakout... following Bitcoin surge
VIDEO: Bitcoin has been leading the S&P 500 by about a month. And the recent upside breakout in Bitcoin bodes well for S&P 500. We see the...
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First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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Macro Minute Video
Video: Macro Minute: June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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