Macro Minute Video
Macro Strategy
Macro Minute Video
Macro Strategy
- Macro Minute Video
- Macro Minute Video
Video: Macro Minute: May FOMC meeting shows a dovish Fed
VIDEO: Here are 5 from Fed FOMC rate decision that show Fed was dovish. And this supports higher stock prices in May. Please click below to view our Macro Minute (duration: 5:30) https://vimeo. com/941757853/22310b7298? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on...
- Macro Minute Video
Video: Macro Minute: Equities down -4% in April and some wonder if this is the start of "payback" — still expecting May to be a positive month, with May FOMC (Wed, tomo) obviously important.
VIDEO: S&P 500 was down -4% in April, but we still expect May to be a positive month. There is a gauntlet of data ahead but May FOMC is key which is Wed Please click below to view our Macro Minute (duration: 3:14) https://vimeo. com/941453793/4bfe5f63e5? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND...
- Macro Minute Video
VIDEO: Macro Minute: Earnings are proving to be the positive catalyst needed for stocks to recover.
VIDEO: Mark Newton believes today's rally suggests the technical low is in place. That is a good thing and means CTAs and other investors are now likely to be buying equities again. 1Q24 Earnings is also a positive catalyst. Please click below to view our Macro Minute (duration: 4:10). https://vimeo. com/938438430/7feb2609d2? share=copy...
- Macro Minute Video
VIDEO: Macro Minute: Bottoms are known to be "dangerous" but growing signs risk/reward turned favorable
VIDEO: For greater confidence a low is in place, we discuss the key levels to watch for S&P 500 and also the growing list of signs that the bad news is baked in Please click below to view our Macro Minute (duration: 4:37). https://vimeo. com/937951962/ff732bfc92? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND...
- Macro Minute Video
VIDEO: Tom Lee Macro Minute: 6 reasons we see risk/reward shifting favorably for equities given oversold conditions
VIDEO: There are 6 reasons stocks have overshot to the downside, including signs de-leveraging is complete Please click below to view our Macro Minute (duration: 6:28). https://vimeo. com/937500569/e9377df23a? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on 4/16. Full stock list here -> Click here ______________________________...
- Macro Minute Video
Video: Macro Minute: Earnings remains the focus of this week, but drop in yields, crude and VIX are corroborating buy in May
VIDEO: We discuss how earnings is the focus this week, but the backdrop for stocks is strengthening given fall in yields, crude and VIX Please click below to view our Macro Minute (duration: 3:34) https://vimeo. com/943417590/904a5ab1d4? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance...
- Macro Minute Video
VIDEO: Macro Minute: March "hot" CPI spoiled by auto insurance. 35% of CPI basket < 3% inflation, highest since 2021. Each CPI selloff has been bought. This one should be too
VIDEO: The March CPI report had far better internals than headlines suggest. The hot number is entirely due to auto insurance and vehicle leasing, and the % of components with <3% inflation is highest since 2021 = good. Please click below to view our Macro Minute (duration: 05:25). https://vimeo. com/933052084/93faf7b2de? share=copy _____________________________ 36...
- Macro Minute Video
VIDEO: Macro Minute: We are still buying dips (even these baby dips). March CPI could be upside catalyst for stocks to break this 18 day consolidation.
VIDEO: Stocks have been rangebound for 18 days now. March CPI could be upside catalyst on a good reading Please click below to view our Macro Minute (duration: 5:10). https://vimeo. com/932666595/20a87a6308? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 46 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on 1/17. Full stock list here...
- Macro Minute Video
VIDEO: Macro Minute: Last week's market "stress test" reveals investors lean bearish. Wed is first "clean" CPI (March) in 2024, and likely a positive catalyst for equities.
VIDEO: The first "clean" CPI report is released Wed (March CPI) and we expect this to show the prevailing trend -- that inflation is falling like a rock Please click below to view our Macro Minute (duration: 4:45). https://vimeo. com/931776017/14ecf5caf3? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 46 SMID GRANNY SHOT IDEAS: We performed...
- Macro Minute Video
VIDEO: Macro Minute: Equities soft into March jobs report (Friday). The 6 most recent instances of weak into jobs day saw strong gains 1-week and 1-month later (5 of 6 times). We expect similar.
VIDEO: Thursday afternoon sell-off of 2% is creating a buying opportunity into Friday's jobs report. There are 6 times stocks fell 1-day and 1-week into the jobs report. 5 of 6 times saw sizeable gains afterwards. Please click below to view our Macro Minute (duration: 05:58). https://vimeo. com/930869490/67be69165a? share=copy _____________________________ 36 GRANNY SHOT...