Macro Minute Video
Video: Macro Minute: October off to "iffy" start and headwinds emerge, but structural tailwinds stronger. We ultimately expect investors to "buy the dip" but watch the VIX term structure.
VIDEO: Already headwinds are emerging for October, but we believe the existing tailwinds are stronger and ultimately investors will buy this dip. Please click below...
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Macro Minute Video
Video: Macro Minute: Fed Chair Powell comments at NABE inline. 3 fundamental drivers remain tailwind into YE.
VIDEO: The S&P 500 closed Sept with a gain, making 8 of 9 months for gains, a sign of a strong market. While Oct has...
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Macro Minute Video
Video: Macro Minute: Important macro week ahead and ultimately supportive of dovish Fed. We continue to see higher upside for small-caps into YE.
VIDEO: A very heavy macro week ahead including ISM, JOLTS, VP debates, Fed speeches, and jobs report. All of this we expect to be dovish...
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First Word
19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.
VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...
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Macro Minute Video
Video: Macro Minute: 19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.
VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...
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Macro Minute Video
Video: Macro Minute: 3 fundamental drivers supportive of equities into YE, 3 of 3 imply bigger upside for small-caps vs large into YE
VIDEO: We discuss 3 fundamental drivers that will impact stocks into year-end and we highlight correlations and other factors for why this favors small-caps Please...
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