Video: Macro Minute: July Core CPI closely watched on Tuesday 8/12, but we still see equities making an all-time high in August

VIDEO: We think many investors are cautious about August generally, given the poor seasonality and now the concerns of the tariffs impacting CPI. But the breakaway surge in Bitcoin in July, in our view, sets up for equities to make new highs in August.

Please click below to view our Macro Minute (duration: 3:40).

Video: Macro Minute: July Core CPI closely watched on Tuesday 8/12, but we still see equities making an all-time high in August

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45 SMID Granny Shot Ideas: We performed our quarterly rebalance on 5/22. Full stock list here -> Click here

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