Macro Minute Video
Video: Macro Minute: "Iffy" October behind us. But election uncertainty likely weighs on much of November.
VIDEO: It is clear that the winner of the 2024 Presidential election will not be decided on 11/5 evening, but could be a drawn out...
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Macro Minute Video
Video: Macro Minute: VIX contracts show elevated volatility until Nov 20th, 2024… consistent with our client poll showing plurality see delayed election results
VIDEO: Our client survey shows that 75% of clients see the election results delayed, with the plurality seeing the winner declared more than a week...
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Macro Minute Video
Video: Macro Minute: October Top Stock Ideas and Super SMID Granny Market Update
VIDEO: With 2024 Presidential election only 6 days away, we caution against STDS or "Stock Market Derangement Syndrome" as we believe markets should fare well...
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Macro Minute Video
Video: Macro Minute: Big macro and earnings week ahead. Small-caps clawing way higher and watch $227 on $IWM
VIDEO: An important macro week ahead with Sep JOLTS (Tue),(Sep PCE (Thu), and Oct jobs (Fri), along with 5 of MAG7 reporting. The outperformer is...
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Macro Minute Video
Video: Macro Minute: In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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Macro Minute Video
Video: Macro Minute: Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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