Macro Minute Video
Video: Macro Minute: By Wed am, clarity on two macro datapoints = Winner of Prez debate + August CPI. Clarity allows stocks to stabilize in front of Sept FOMC next week.
VIDEO: By Wed am, the market will have clarity = good as the Prez debates and CPI are released. While next 8 weeks are choppy,...
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Macro Minute Video
Video: Macro Minute: Used car prices curiously rise again in Aug but not consistent with challenged state of demand. Polls show a dead heat, adding weight to Pres debate Tue
VIDEO: We highlight the stress seen in the used- and new-car markets. Also, the three most recent polls show a dead heat between Trump and...
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Macro Minute Video
Video: Macro Minute: 6 reasons we expect S&P 500 to finish 2024 strong, despite challenges for next 8 weeks
VIDEO: While next 8 weeks are challenging, we discuss 6 reasons stocks likely finish second half of 2024 strong. Please click below to view our Macro...
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Macro Minute Video
Video: Macro Minute: A "local" peak in VIX likely at hand = near-term rally likely post-Aug jobs. Even if one is cautious into election day, no reason for stocks to fall first week of Sept.
VIDEO: We think the VIX made a local top, setting stage for stocks to rally post-Aug jobs report on Friday. Please click below to view...
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Macro Minute Video
Video: Macro Minute: Highest probability is August lows hold, even as we expect next 8 weeks to be challenging
VIDEO: During election years, our work shows August lows are the most probable. October lows took place more commonly during recessions (duration 4:59). ?...
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Macro Minute Video
Video: Macro Minute: Entering tricky 8 weeks into election day. Watch the VIX as this signals if pain is "front loaded"
VIDEO: We discuss why markets will be tricky over next 8 weeks (duration 7:07). _____________________________ 42 SMID GRANNY SHOT IDEAS: We performed our...
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