Macro Minute Video
Video: Macro Minute: 2 steps forward, one step back for stocks Thursday… 32 stocks that might be sold-out (washed out)
VIDEO: Equities fell -4.4% after rising 9.5% Wednesday. This is not entirely surprising and not necessarily adverse. We think it makes sense to look at washed out...
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First Word
Trump "put" confirmed, alleviating important pressure value and confirming fork to the positive case
Today marked an obvious meaningful turn as the 90-day delay in the reciprocal tariffs firmly puts the U.S. back on a positive path. There are...
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Macro Minute Video
Video: Macro Minute: Trump "put" confirmed, alleviating important pressure value and confirming fork to the positive case
VIDEO: Wednesday was an important day because it signaled a turn in the White House and a turn of economic trajectory Please click below to...
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First Word
Reciprocal tariffs started last night. Markets remain hesitant as financial conditions tighten, but agree with Newton that near-term probabilities favor a rally.
NO VIDEO TODAY: I AM ON A CONTINENTAL FLIGHT TODAY SO UNABLE TO RECORD A VIDEO The fact that President Trump signed the executive order...
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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...
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Macro Minute Video
Video: Macro Minute: 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...
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