Macro Strategy
- First Word
- Macro Minute Video
Video: Macro Minute: Monday positive reversal from -1% open is a good sign. Also encouraging to see $TSLA $MSTR #BTC outperform since 3/13/25
VIDEO: The positive reversal Monday is encouraging but there remains quite a bit of uncertainty ahead. What is notable is that several of MAG7 have stabilized in relative performance since 3/13/25 Please click below to view our Macro Minute (duration: 6:06). https://vimeo. com/1071210087/1dc4ebdad1? share=copy _____________________________ 45 SMID GRANNY SHOT IDEAS: We performed our...
- First Word
Growing signs of panic as we get close to 4/2 tariff "liberation day" but keep in mind Fed Powell speaks at end of week
VIDEO: Markets became decidedly more risk-averse last week post-Auto tariffs and these fears increased over the weekend with news reports of $700b of tariffs ahead. But this is also the reason that peak anxiety is getting priced in now. And Fed speaks at the end of the week Please click...
First Word
March FOMC shows a dovish Fed and affirms "Fed put" remains in place, 1 of 4 positives this week so far
VIDEO: We discuss 4 incremental positives this week, including signs a tariff deal might be reached before April 2. Please click below to view our Macro...
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Macro Minute Video
Video: Macro Minute: March FOMC shows a dovish Fed and affirms "Fed put" remains in place, 1 of 4 positives this week so far
VIDEO: We discuss 4 incremental positives this week, including signs a tariff deal might be reached before April 2. Please click below to view our Macro...
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First Word
March Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. Please click below to view our Macro Minute video (duration: 4:12). https://vimeo....
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- First Word
Today may have seen the quiet return of the "Trump put"
VIDEO: The message from the White House has changed from "no negotiation on tariffs" to "President has maximum leverage to negotiate" which we see as signaling the return of the Trump put. Please click below to view our Macro Minute (duration: 07:57). https://vimeo. com/1073395299/fa09750e5f? share=copy Markets began Monday anticipating a major sell-off,...
Macro Minute Video
Video: Macro Minute: Last Friday was important as it showed economy facing "less of a growth scare" while we saw incrementally positive glimmers of both the Trump "put" and Fed "put"
VIDEO: Friday was an important day last week as we saw incrementally positive glimmers of a Trump and Fed put, while economy holding up better...
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First Word
Today is first signs "Trump put" returning. But stocks weaken as markets see a deteriorating economic outlook. Friday jobs key
VIDEO: Today saw the first signs that the "Trump put" might be returning. But growth worries weigh on stocks. Please click below to view our Macro...
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Macro Minute Video
Video: Macro Minute: Today is first signs "Trump put" returning. But stocks weaken as markets see a deteriorating economic outlook. Friday jobs key
VIDEO: Today saw the first signs that the "Trump put" might be returning. But growth worries weigh on stocks. Please click below to view our Macro...
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First Word
Weak Feb ADP jobs might be harbinger of a weak Fri jobs report = return of Fed + Trump put
VIDEO: Today had first signs of capitulatory behavior as weak ADP report brought odds of a May Fed cut to 45% early in the day....
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