Macro Strategy
- First Word
- First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made a structural bottom. There are 5 possible "shoes to drop" which is why we expect markets to be range-bound, but this does not mean we...
- Macro Minute Video
Video: Macro Minute: We believe there are signs that the S&P 500 has made a structural bottom. There are 5 possible "shoes to drop" which is why we expect markets to be range-bound, but this does not mean we need to make a new low
VIDEO: We believe there are signs that the S&P 500 has made a structural bottom. There are 5 possible "shoes to drop" which is why we expect markets to be range-bound, but this does not mean we need to make a new low Please click below to view our Macro Minute (duration:...
First Word
Adage still holds that "Buy stocks VIX >50, confirmed by move below 31."
VIDEO: We discuss why the VIX move below 31 is an important signal. Please click below to view our Macro Minute (duration: 7:26). https://vimeo. com/1075495046/c505d2f274? share=copy The...
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Macro Minute Video
Video: Macro Minute: Adage still holds that "Buy stocks VIX >50, confirmed by move below 31."
VIDEO: We discuss why the VIX move below 31 is an important signal. Please click below to view our Macro Minute (duration: 7:26). https://vimeo. com/1075495046/c505d2f274? share=copy -------------------------...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). https://vimeo. com/1075160515/0e1eb66519? share=copy We...
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- Macro Minute Video
Video: Macro Minute: 5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive. Please click below to view our Macro Minute (duration: 7:44). https://vimeo. com/1075160515/0e1eb66519? share=copy ------------------------- _____________________________ 45 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on 2/18. Full stock list here -> Click here...
First Word
2 steps forward, one step back for stocks Thursday… 32 stocks that might be sold-out (washed out)
VIDEO: Equities fell -4.4% after rising 9.5% Wednesday. This is not entirely surprising and not necessarily adverse. We think it makes sense to look at washed out...
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Macro Minute Video
Video: Macro Minute: 2 steps forward, one step back for stocks Thursday… 32 stocks that might be sold-out (washed out)
VIDEO: Equities fell -4.4% after rising 9.5% Wednesday. This is not entirely surprising and not necessarily adverse. We think it makes sense to look at washed out...
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First Word
Trump "put" confirmed, alleviating important pressure value and confirming fork to the positive case
Today marked an obvious meaningful turn as the 90-day delay in the reciprocal tariffs firmly puts the U.S. back on a positive path. There are...
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Macro Minute Video
Video: Macro Minute: Trump "put" confirmed, alleviating important pressure value and confirming fork to the positive case
VIDEO: Wednesday was an important day because it signaled a turn in the White House and a turn of economic trajectory Please click below to...
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