First Word
5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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Macro Minute Video
Video: Macro Minute: 5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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First Word
Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Macro Minute Video
Video: Macro Minute: Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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First Word
Still the "most hated" V-shaped stock rally. Pullbacks shallow because investors too cautiously positioned. Washed out MAG7 expected to lead
VIDEO: Stocks rallied Tuesday, reversing last week's weakness. The takeaway, in our view, is that White House negative headlines have more "bark than bite." And...
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Macro Minute Video
Video: Macro Minute: Still the "most hated" V-shaped stock rally. Pullbacks shallow because investors too cautiously positioned. Washed out MAG7 expected to lead
VIDEO: Stocks rally today, reversing last week's weakness. The takeaway, in our view, is that White House negative headlines have more "bark than bite." And...
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Macro Minute Video
Video: Macro Minute: This is the second consecutive week of "things feel normal" and we see multiple factors supporting new highs
VIDEO: This is the second consecutive week that things feel normal without controversial headlines or social media posts. Investors remain too cautious, in our view,...
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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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Macro Minute Video
Video: Macro Minute: Stocks are 3% from all-time highs, yet, this is one of the "most hated" rallies as investors are looking for reasons for stocks to fall, rather than upside. This is a good sign. And we see firepower to drive an all-time high in equities
VIDEO: Stocks are 3% from all-time highs, yet this is one of the "most hated" rallies as investors are looking for reasons for stocks to...
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Macro Minute Video
Video: Macro Minute: Moody’s downgrade not signal. Market resilience shows investors do not have enough exposure to stocks
VIDEO: As we discussed Sunday, we did not see much signal from Moody’s downgrade. Thus, equities closed green after opening down more than -1%. To...
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