First Word
On a "quiet" macro week, equities rise... further evidence investors under-exposed. Is the next move a melt-up rally?
VIDEO: The fact that stocks continue to rally on “quiet” macro is really telling. And evidence that more investors are cautiously positioned or even outright...
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Macro Minute Video
Video: Macro Minute: On a "quiet" macro week, equities rise… further evidence investors under-exposed. Is the next move a melt-up rally?
VIDEO: The fact that stocks continue to rally on “quiet” macro is really telling. And evidence that more investors are cautiously positioned or even outright...
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Macro Minute Video
Video: Macro Minute: The sharp reversal higher in equities highlights pullbacks remain shallow. And this remains the "most hated" V-shaped rally
VIDEO: Equities opened down sharply but reversed higher into the close and reaching nearly a new post-tariff crash high. To us, this reflects that in...
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First Word
5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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Macro Minute Video
Video: Macro Minute: 5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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First Word
Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Featured Research
Washed Out Stocks
