First Word
MARKETING DECK: Supercycles intact. Wall of worries growing. Risk/reward positive.
NOVEMBER: FUNDAMENTALS REMAIN INTACT = UP NOVEMBERSTOCKS UP 6 MONTHS IN A ROW = NOV UP3Q25 EPS: MARGINS EXPANDING = POSITIVEFUND MANAGER CHASEWALL OF WORRY:(I)...
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Macro Minute Video
Video: Macro Minute: The 'wall of worry' is growing again, prompting investors to de-risk. We still see a choppy Nov start, but ultimately a strong month
Video_: _Investors are seeing a constellation of worries, which is prompting many to sideline. But wall of worries is how markets stage subsequent gains. Please...
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Macro Minute Video
Video: Macro Minute: November likely an up month. Past 100 years show, after being up 6 months in a row, Nov likely +2.5%, or +200 points
Video_: _We believe November will be an up month for stocks. Part of this is that strong markets stay strong and the data from last...
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First Word
Some understandable "chop" ahead to digest +2% October gains. But we see multiple reasons for S&P 500 to gain in November.
The S&P 500 is on track to close up 2% for October. Looking back at the month, the Oct 10th swoon (-3%) triggered many to...
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First Word
Key takeaway Fed presser: inflation close to target but jobs is weak = dovish. Trump-Xi meeting is "12" on a scale of 1 to 10 = positive for stocks.
The S&P 500 closed essentially "flat" Wednesday after the Fed FOMC Oct rate decision. The cut of -25bp was expected, but Fed Chair Powell's comments...
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Macro Minute Video
Video: Macro Minute: Uptober intact and positive catalysts this week including FOMC. Stay OW MAG7 and Crypto into YE
Video_: _Uptober remains intact, and there are positive catalysts this week as Fed FOMC Oct rate decision is Wed and on Thu Trump-Xi meet. As...
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