Video: Macro Minute: Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024

VIDEO: While consensus is concerned September is a down month due to seasonals and the risk of a rising VIX, we think the best roadmap is the Fed has been on hold all year and cutting in September.  This will be positive for stocks

Please click here to view our Macro Minute (duration: 5:14).

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50 SMID Granny Shot Ideas: We performed our quarterly rebalance on 8/17. Full stock list here -> Click here

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Video: Macro Minute: Our contrarian view is September will be an up month due to Fed cutting ala 1998 and 2024
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