First Word
Conference Board shows largest ever plunge in stock expectations, which is a contrarian buy signal 3M and 6M forward. Further strengthens case for a V-shaped rally
VIDEO: Conf board shows a plunge in consumer expectations for stock prices, the worst in 40 years and our work shows this is a contrarian...
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First Word
S&P 500 close above 5,703 confirms rally underway. $TSLA remains "Exhibit A" for a V-shaped recovery and why a Trump "put" exists
VIDEO: We discuss several positive technical developments today and why TSLA 5.08% is Exhibit A on whether there is a V-shaped recovery in stocks and of...
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First Word
Over the weekend, tariff war appearing increasingly targeted and a reminder Trump "put" exists. Raises probability of a strong rally in the coming weeks
VIDEO: There were positive developments over the weekend and we now see the increased probability of a sharp rally starting possibly this week Please click...
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First Word
A look back at 2018 suggests that stocks likely rally post-tariff announcement (4/2) driven by likely drop in VIX (volatility)
VIDEO: We look at back at 2018 and we see stocks recovered from tariff news and rallied strongly. One of the fuels in 2025 is...
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First Word
March FOMC shows a dovish Fed and affirms "Fed put" remains in place, 1 of 4 positives this week so far
VIDEO: We discuss 4 incremental positives this week, including signs a tariff deal might be reached before April 2. Please click below to view our Macro...
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First Word
March Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. Please click below to view our Macro Minute video (duration: 4:12). https://vimeo....
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