First Word
Polymarket shows 54% probability election decided by Wed evening... positive "market surprise." Stocks rally into YE regardless of winner
Polls close Tuesday evening and investors now wait to see who is elected our next President and Congress. Media outlets are predicting an election outcome...
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First Word
Over weekend, Prez. polls and betting markets tightened, making this election even more of a "coin toss." Equity markets likely bottom on "peak uncertainty" which could be earlier than many realize.
VIDEO: Over the weekend, the polls and betting markets show a considerable tightening of the Presidential race. This shows the race is even more of...
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First Word
"Iffy" October behind us. But election uncertainty likely weighs on much of November.
VIDEO: It is clear that the winner of the 2024 Presidential election will not be decided on 11/5 evening, but could be a drawn out...
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First Word
October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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First Word
In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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First Word
Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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