Macro Minute Video
Video: Macro Minute: Today’s Zweig breadth thrust is the 4th confirming signal high probability “low is in” for equities even as macro remains uncertain. 22 Large-cap ideas and 27 SMID-cap
VIDEO: While the chasm between macro (bearish) and equity internals (bullish) is wide, today we got the 4th confirming signal. Please click below to view...
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First Word
Positive policy shock puts markets in a better place as high yield recovers 50% of widening. TSLA rally on poor results strengthens case it is "washed out
VIDEO: We believe markets are in a better place today compared to last week as White House moving towards de-escalation. Please click below to view...
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Macro Minute Video
Video: Macro Minute: Positive policy shock puts markets in a better place as high yield recovers 50% of widening. TSLA rally on poor results strengthens case it is "washed out"
VIDEO: We believe markets are in a better place today compared to last week as White House moving towards de-escalation. Please click below to view...
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First Word
White House hints at de-escalation Tuesday and Bessent Wed speech at IIF to be closely watched
VIDEO: Stocks managed to recover ground on Tuesday as it appears the White House wants to de-escalate tariff deliberations and we will closely watch Bessent’s...
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Macro Minute Video
Video: Macro Minute: White House hints at de-escalation today and Bessent Wed speech at IIF to be closely watched
VIDEO: Stocks managed to recover ground on Tuesday as it appears the White House wants to de-escalate tariff deliberations and we will closely watch Bessent’s...
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First Word
It is obvious markets do not want the White House to replace Powell, and Polymarket thankfully only shows 20% odds
Stocks fell under pressure Monday, hurt by China warning of reprisals if nations appease the U.S. and also by the White House's louder calls to...
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