Macro Minute Video
Video: Macro Minute: All eyes on NVDA. Given stock flat past 5 mos and caution on AI, probabilities favor post-EPS rally
Video_: _NVDA stock has been flat for the past 5 months and the P/E is the lowest since June 2025. So a lot of caution...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef7ae0-8afea4-e1296b-7f602a-f21afb
Visitor: ef7ae0-8afea4-e1296b-7f602a-f21afb Array ( [cookie] => ef7ae0-8afea4-e1296b-7f602a-f21afb [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.30 )
Macro Minute Video
Video: Macro Minute: Private credit jitters brings up the wall of worry again, but we see macro catalysts as we move through this week
Video_: _Equity markets are again nervous and the wall of worry is growing. The VIX surged today to 22, above the long-term avg of 19.5,...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef7ae0-8afea4-e1296b-7f602a-f21afb
Visitor: ef7ae0-8afea4-e1296b-7f602a-f21afb Array ( [cookie] => ef7ae0-8afea4-e1296b-7f602a-f21afb [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.30 )
Macro Minute Video
Video: Macro Minute: Turbulence grows as Fed officials push back against Dec cut. Still in Nov chop but we see gains by month end
Video_: _Fed officials are still pushing back against a Dec cut, which is making markets more wary. And markets have a new "wall of worry"...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef7ae0-8afea4-e1296b-7f602a-f21afb
Visitor: ef7ae0-8afea4-e1296b-7f602a-f21afb Array ( [cookie] => ef7ae0-8afea4-e1296b-7f602a-f21afb [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.30 )
Macro Minute Video
Video: Macro Minute: Markets still climbing a wall of worry, but performance chasing is a bigger positive tailwind
Video_: _We were at a conference earlier this week, and we met with many investors. The skepticism into year-end is rising due to the recent...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef7ae0-8afea4-e1296b-7f602a-f21afb
Visitor: ef7ae0-8afea4-e1296b-7f602a-f21afb Array ( [cookie] => ef7ae0-8afea4-e1296b-7f602a-f21afb [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.30 )
Macro Minute Video
Video: Macro Minute: November tracking as expected, choppy first two weeks. And with govt shutdown ending, we still see 7,000 before end of month
Video_: _The longest govt shutdown in history is finally over. This is good news, restoring liquidity to markets. And this is setting the stage for...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef7ae0-8afea4-e1296b-7f602a-f21afb
Visitor: ef7ae0-8afea4-e1296b-7f602a-f21afb Array ( [cookie] => ef7ae0-8afea4-e1296b-7f602a-f21afb [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.30 )
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)...
This report is accessible to FSI Pro, FSI Macro memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In ef7ae0-8afea4-e1296b-7f602a-f21afb
Visitor: ef7ae0-8afea4-e1296b-7f602a-f21afb Array ( [cookie] => ef7ae0-8afea4-e1296b-7f602a-f21afb [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.30 )
