Video: Macro Minute: November likely an up month. Past 100 years show, after being up 6 months in a row, Nov likely +2.5%, or +200 points

Video: We believe November will be an up month for stocks. Part of this is that strong markets stay strong and the data from last 100 years shows this. Moreover, 3Q25 EPS shows margins are expanding in a quarter where tariffs were supposed to hurt margins. And there is still a plenty high wall of worry.

Please click here to view our Macro Minute (duration: 5:12).

Video: Macro Minute: November likely an up month. Past 100 years show, after being up 6 months in a row, Nov likely +2.5%, or +200 points

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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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