First Word
We continue to see the steep drop from Wed (-3%) as a "buy the dip" moment. Fundamentals remain strong.
VIDEO: We discuss how the Fed remains dovish and fundamentals remain strong, thus, we are buying this deep dip. Please click below to view our Macro Minute (duration:...
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Macro Minute Video
Video: Macro Minute: We continue to see the steep drop from Wed (-3%) as a "buy the dip" moment. Fundamentals remain strong.
VIDEO: We discuss how the Fed remains dovish and fundamentals remain strong, thus, we are buying this deep dip. Please click below to view our Macro Minute (duration:...
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First Word
VIX surges 74%. 4 reasons probabilities argue this panic dip will be bought.
Equity markets fell sharply post-Dec FOMC rate decision, with losses of 3% to 5% across all major indices. The Fed is forecasting fewer cuts in...
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First Word
We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted Please click below to view our Macro Minute (duration: 5:22)...
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Macro Minute Video
Video: Macro Minute: We expect stocks to finally exit the "zone of hesitation" after Dec FOMC rate decision (Wed 2pm ET). Even a "hawkish" cut supports a YE rally.
VIDEO: We think probabilities favor stocks rallying post-Dec FOMC rate decision, as this key uncertainty is lifted. Please click below to view our Macro Minute (duration: 5:22) https://vimeo....
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First Word
3 reasons we see investors "buy the dip" and drive a Dec rally to 6,300. Also, Trump reiterates Bitcoin reserve plans, adding upside to our $250,000 base case for 2025.
VIDEO: The risk/reward is challenged near term due to the key incoming macro data, but we still see a YE rally Please click below to view...
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