Macro Minute Video
Video: Macro Minute: Big macro and earnings week ahead. Small-caps clawing way higher and watch $227 on $IWM
VIDEO: An important macro week ahead with Sep JOLTS (Tue),(Sep PCE (Thu), and Oct jobs (Fri), along with 5 of MAG7 reporting. The outperformer is...
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Macro Minute Video
Video: Macro Minute: In the last 2 days, the betting markets double the probability of a Republican sweep, boosting the case for small-caps, financials, regional banks and Bitcoin.
VIDEO: The most notable change in betting markets is now the surge in the possibility of a Republican sweep. Our analysis shows that several sectors...
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Macro Minute Video
Video: Macro Minute: Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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Macro Minute Video
Video: Macro Minute: New tactical call "Overweight homebuilders" as we enter the Golden 6 months.
VIDEO: We are entering the golden 6 months for homebuilders. The strength of this seasonal trade is surprising. Please click below to view our Macro Minute (duration:...
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Macro Strategy
Video: Macro Minute: 3Q24 EPS season: inflation falls by half, yet "real" revs growth accelerates. 3 reasons this is positive. Newton warns market technicals less attractive in November.
VIDEO: third-quarter earning season is delivering better quality results than many realize because real revenue growth is accelerating. Also, Mark Newton is warning that technicals are...
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Macro Minute Video
Video: Macro Minute: Resilience in October shows investors “underallocated” and arguably suggests liquidity more important than macro into year-end
VIDEO: We discuss how the stock market continues to show incredible resilience in the face of opportunities to sell off. This suggests to us that...
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