Video: Macro Minute: S&P 500 up +1.8% so far, a great sign.  Leadership continues to come from Energy, Basic Materials and crypto

Video: We discuss how 2026 is starting off on a strong note, including positive the first 5 days.  This is consistent with our "base case" roadmap which expects strength early in the year.  We continue to favor Energy, Basic Materials, and crypto as well as Mag7.

Please click here to view our Macro Minute (duration: 3:37).

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