First Word
Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
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Macro Minute Video
Video: Macro Minute: Bracing for a possible "strong" Nov jobs report. But ultimately, even if Fed makes fewer cuts in 2025, this lengthens dovish cycle = good
VIDEO: There is a lot of macro data released Friday. We believe odds favor Nov jobs report stronger than expected and this might trigger from "good...
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Macro Minute Video
Video: Macro Minute: Fed Chair Powell comments at NY Times/Dealbook hints at slower pace of cuts. But we see this as actually constructive
VIDEO: We discuss the fact the Fed needs to move to Neutral, and a slower pace of cutting means a longer dovish cycle. Also, Bitcoin...
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Macro Strategy
Video: Macro Minute: JOLTS (Oct) give markets pause on whether Fed "pauses" -- but larger picture remains that Dec seasonals strong
VIDEO: We discuss how today's JOLTS (job openings) report might be distorted by Hurricanes and strikes. And the case for a Dec rally remains intact...
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Macro Minute Video
Video: Macro Minute: Today's Nov ISM of 48.4 (vs 47.6) shows US manufacturing likely on road to recovery = supportive for equities into YE
VIDEO: We discuss how the incoming macro is supportive of stocks in the near term. Moreover, we see the probabilities rising that Bitcoin exceeds $100,000...
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First Word
4 reasons we see December rally to S&P 500 6,300. But with risk of "zone of hesitation" in next 2 weeks. Buy the dips
VIDEO: We see 4 reasons stock rally in December with S&P 500 reaching 6,300. But we discuss the possible reasons for a "zone of hestiation"...
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Featured Research
Washed Out Stocks
