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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Macro Minute Video
Video: Macro Minute: 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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Intraday Alert
Oct Core PCE +0.27% MoM is +0.23% ex-magazines. Affirms inflation "falling like a rock" and Fed stays dovish
Today's Oct Core PCE came in at +0.27% MoM, slightly better than consensus of +0.28%. The YoY came in at +2.80% YoY. The details of...
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Macro Minute Video
Video: Macro Minute: Our Oct survey of institutional investors shows far fewer see MAG7 leading in 2025
VIDEO: Our monthly survey of clients shows that only 48% of institutions see MAG7 leading in 2025 (64% FS insight) and instead tilting towards pure...
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First Word
November Top Stock Ideas and Super SMID Granny Market Update + SMID Granny November Rebalance +27 adds/ -25 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP LARGE-CAP STOCK PICKS + SUPER SMID GRANNIES As we...
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Featured Research
Washed Out Stocks
