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). The...
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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). We...
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First Word
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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First Word
Reciprocal tariffs started last night. Markets remain hesitant as financial conditions tighten, but agree with Newton that near-term probabilities favor a rally.
NO VIDEO TODAY: I AM ON A CONTINENTAL FLIGHT TODAY SO UNABLE TO RECORD A VIDEO The fact that President Trump signed the executive order...
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First Word
Today may have seen the quiet return of the "Trump put"
VIDEO: The message from the White House has changed from "no negotiation on tariffs" to "President has maximum leverage to negotiate" which we see as...
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Featured Research
Washed Out Stocks
