Intraday Alert
MARKETING DECK: Looking ahead to 2026 argues for P/E expansion
OFF-SIDES: 5 REASONS INVESTORS ARE OFF-SIDESRECESSION COMING = SELL USA EQUITIESSUPPLY CHAIN HIT = SHORT US CYCLICALS & SMALL-CAPSVIX SURGE = INSTITUTIONS FORCED TO DE-RISKEND...
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Macro Minute Video
Video: Macro Minute: This is first week markets feel “normal” as investors start to look at 2026. And case for P/E expansion intact
VIDEO: This is the first time in 3 months that markets have a feel of normalcy. Of course, there still seems to be a steady...
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Macro Minute Video
Video: Macro Minute: 5 reasons we believe many investors are still "offsides" on stocks
VIDEO: In our recent conversations with portfolio managers, we find many investors are still defensively positioned and underweight USA. We identify 5 reasons we believe...
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First Word
Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion
VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe...
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Macro Minute Video
Video: Macro Minute: Risk/reward for stocks better today than Feb 2025 (highs) and argue for P/E expansion
VIDEO: The risk/reward for stocks is arguably better today than it was on Feb 18, 2025 at the all-time highs and more importantly, we believe...
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You’ve reached your 2 free reports this month.
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Macro Minute Video
Video: Macro Minute: Trump "put" is alive and well (for those who doubted it) and markets likely react positive to Tuesday April Core CPI
VIDEO: Today's developments, including China-US tariffs rolling back to 30%, are evidence, in our view, that the Trump "put" remains alive and well. Given the...
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