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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Intraday Alert
Sept Core CPI "hot" vs consensus, but internals show inflation still falling. Plus, too much cash on sidelines
The Sept Core CPI came in at +0.31% vs Street +0.26%. This is higher ("hot") than expected. But we think this report will have little...
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Macro Minute Video
Video: Macro Minute: Fundstrat turns 10 this year, a look back at the earliest days of 2014. Also, we expect investors to "buy the dip" post-CPI
VIDEO: Fundstrat's 10th-anniversary celebration starts Oct 10th. We appreciate our clients for supporting us over the past decade. Please click below to view our Macro Minute (duration:...
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Featured Research
Washed Out Stocks
