First Word
NVDA is flat into quarterly results (Wed after close), the first time since August 2022 = positive risk/reward. Equities still attractive here.
VIDEO: NVDA reports quarterly results after the close Wed. The stock has been flat for the past 4 weeks, reflecting investor apprehension into results. Thus,...
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First Word
As we move into the final months of 2025, the key pivots are "dovish Fed" and ISM recovery >50
VIDEO: As we enter the final third of 2025, we think the prominent changes are the Fed is dovish and the ISM recovers to above...
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First Word
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER Back by popular demand, we...
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First Word
July very "hot" PPI and yet stocks rose, is evidence too many investors are carrying an "inflation hammer"
VIDEO: Equities managed to rise on Thursday, despite a very "hot" July PPI. This is evidence that investors were expecting higher PPI and similarly, markets...
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First Word
Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print
VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus. Additionally, we...
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First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
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