Macro Minute Video
Video: Macro Minute: It is obvious markets do not want the White House to replace Powell, and Polymarket thankfully only shows 20% odds
VIDEO: Equity markets continue to suffer from uncertainty and the risk of ending Fed independence would be adverse. Please click below to view our Macro Minute (duration:...
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First Word
We are past "max uncertainty" but not clear if we are past "max pain" -- $TSLA on Tuesday after the close will tell us how "washed out" key names are
It has been 18 days since tariff "Liberation Day" and the global economy has hardly been liberated and is still strangulated by the vast uncertainty...
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First Word
Wednesday sell-off disappointing, but stocks "in a better place" vs 4/7-4/8. Thus, notion of structural low still intact.
NO VIDEO TODAY: I AM ON A FLIGHT TODAY SO UNABLE TO RECORD A VIDEO The S&P 500 had a rough session Wednesday, falling -2.2%...
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First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
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Macro Minute Video
Video: Macro Minute: We believe there are signs that the S&P 500 has made a structural bottom. There are 5 possible "shoes to drop" which is why we expect markets to be range-bound, but this does not mean we need to make a new low
VIDEO: We believe there are signs that the S&P 500 has made a structural bottom. There are 5 possible "shoes to drop" which is why...
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First Word
Adage still holds that "Buy stocks VIX >50, confirmed by move below 31."
VIDEO: We discuss why the VIX move below 31 is an important signal. Please click below to view our Macro Minute (duration: 7:26). The...
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