Macro Minute Video
Video: Macro Minute: 6 reasons we believe Pres Trump wants stock market to rally post-Liberation day. And does political affiliation explain why the stock market and bond market disagree?
VIDEO: As Liberation day approaches, the key question is whether the White House cares how the stock market reacts. We discuss the 6 reasons President...
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First Word
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...
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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...
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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. ...
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Macro Minute Video
Video: Macro Minute: 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 mere risk-averse last week post-Auto tariffs and these fears increased over the weekend with news reports of $700b of tariffs ahead. ...
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First Word
Tariff wars: when comparing 2025 to 2018, markets flipped to pessimistic far faster — only weeks in 2025 vs months in 2018
VIDEO: During Trump 1.0, equities bottomed when VIX surged and sentiment flipped negative. Took months in 2018 but only weeks in 2025 Please click below to...
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Macro Minute Video
Video: Macro Minute: Tariff wars: when comparing 2025 to 2018, markets flipped to pessimistic far faster — only weeks in 2025 vs months in 2018
VIDEO: During Trump 1.0, equities bottomed when VIX surged and sentiment flipped negative. Took months in 2018 but only weeks in 2025 Please click below to...
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First Word
Conference Board shows largest ever plunge in stock expectations, which is a contrarian buy signal 3M and 6M forward. Further strengthens case for a V-shaped rally
VIDEO: Conf board shows a plunge in consumer expectations for stock prices, the worst in 40 years and our work shows this is a contrarian...
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Macro Minute Video
Video: Macro Minute: Conference Board shows largest ever plunge in stock expectations, which is a contrarian buy signal 3M and 6M forward. Further strengthens case for a V-shaped rally
VIDEO: Conf board shows a plunge in consumer expectations for stock prices, the worst in 40 years and our work shows this is a contrarian...
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First Word
S&P 500 close above 5,703 confirms rally underway. $TSLA remains "Exhibit A" for a V-shaped recovery and why a Trump "put" exists
VIDEO: We discuss several positive technical developments today and why TSLA -0.42% is Exhibit A on whether there is a V-shaped recovery in stocks and of...
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