Macro Minute Video
Video: Macro Minute: A "10 best days" probably coming this week. Since 1928, missing "10 best days" in a year cuts returns from 8% annually to -13% (or -2,100bp) and -2,200bp since 2015.
VIDEO: We are seeing signs of investor panic, and while many want to exit the market, the "rule of 10 best days" strongly argues against...
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First Word
Equity markets again buffeted by tariff headlines, but of the gauntlet of items this week, Tariff day might be the "worst"
VIDEO: It is clear markets are most bothered by tariffs, which go into effect just past midnight on 3/4. With the surge in VIX, and hedge...
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Macro Minute Video
Video: Macro Minute: Equity markets again buffeted by tariff headlines, but of the gauntlet of items this week, Tariff day might be the "worst"
VIDEO: It is clear markets are most bothered by tariffs, which go into effect tonight. With the surge in VIX, and hedge fund positioning lightening, it...
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First Word
This week could bring both the Fed "put" and Trump "put" back into play, post-Feb jobs report. Last Friday's "stocks rise on bad news" was a good sign.
VIDEO: This week is shaping up to be a critical week, when there could be panic about a bad jobs report (fri) but this brings...
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Macro Minute Video
Video: Macro Minute: This week could bring both the Fed "put" and Trump "put" back into play, post-Feb jobs report. Last Friday's "stocks rise on bad news" was a good sign.
VIDEO: This week is shaping up to be a critical week, when there could be panic about a bad jobs report (fri) but this brings...
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First Word
Even as White House wants lower rates (via DOGE, tariffs, etc), they want to avoid "stall speed" or recession, which means White House "put" still exists.
VIDEO: We believe the White House "put" still exists, as the White House wants to avoid an economy stalling into a recession. Please click below...
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Macro Minute Video
Video: Macro Minute: Even as White House wants lower rates (via DOGE, tariffs, etc), they want to avoid “stall speed” or recession, which means White House “put” still exists.
VIDEO: We believe the White House "put" still exists, as the White House wants to avoid an economy stalling into a recession. Please click below...
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First Word
$NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -1.25% results were good enough in our view. This Friday is Jan Core PCE, which will hopefully be softer than consensus. Please click below to...
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Macro Minute Video
Video: Macro Minute: $NVDA results beat consensus and "good enough" in our view for stocks to stabilize
VIDEO: NVDA -1.25% results were good enough in our view. This Friday is Jan Core PCE which will hopefully be softer than consensus. Please click below...
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First Word
Conference Board survey further adds to "growth scare" concerns. But we continue to see as a "flesh wound" and turnaround likely Wed with $NVDA results.
VIDEO: The cumulation of headlines in recent weeks is adding up to a "Growth scare" for investors. And thus, good news is what is needed...
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