First Word
Thursday’s negative -3% gap opening is 7th largest in 40 years and echoes of COVID. But after the close, hints that Trump wants to negotiate = positive
VIDEO: Market saw enormous selling pressure driven by the absurd levels of tariffs and the repeated comments by Lutnick that there is no negotiations. After...
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Macro Minute Video
Video: Macro Minute: Thursday’s negative -3% gap opening is 7th largest in 40 years and echoes of COVID. But after the close, hints that Trump wants to negotiate = positive
VIDEO: Market saw enormous selling pressure driven by the absurd levels of tariffs and the repeated comments by Lutnick that there is no negotiations. After...
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First Word
Shock and negative awe at Liberation Day. But terms so absurd, probabilities favor negotiations. 6 nations key
VIDEO: the terms of Liberation were a negative surprise. But they are so absurd, that these look to be a negotiating tactic. And ultimately only...
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Macro Minute Video
Video: Macro Minute: Shock and negative awe at Liberation Day. But terms so absurd, probabilities favor negotiations. 6 nations key
VIDEO: the terms of Liberation were a negative surprise. But they are so absurd, that these look to be a negotiating tactic. And ultimately only...
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First Word
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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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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