Macro Minute Video
Video: Macro Minute: Everyday is now a "new day" without the election cycle. The case for a 5% to 10% rally into YE remains strong
VIDEO: We highlight that Fed dovish trades and Trump win trades are the same: Buy small-caps, Bitcoin and Financials and Industrials. These groups also worked...
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First Word
Polymarket shows 54% probability election decided by Wed evening... positive "market surprise." Stocks rally into YE regardless of winner
Polls close Tuesday evening and investors now wait to see who is elected our next President and Congress. Media outlets are predicting an election outcome...
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Macro Minute Video
Video: Macro Minute: Polymarket shows 54% probability election decided by Wed evening... positive "market surprise." Stocks rally into YE regardless of winner
VIDEO: We wanted to provide you the fundamental rationale why stocks rally with either candidate winning. Please click below to view our Macro Minute (duration: 5:18). https://vimeo....
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Macro Minute Video
Video: Macro Minute: On Eve of election day, still a "coin toss" coming down to 2 factors: senior women vote and overall turnout. Nate Silver model shows it comes down to PA
VIDEO: The Iowa Selzer poll, creating large ripples in polls, shows senior women likely swing factor in this election. This is 33% of the registered...
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Macro Minute Video
Video: Macro Minute: Over weekend, Prez. polls and betting markets tightened, making this election even more of a "coin toss." Equity markets likely bottom on "peak uncertainty" which could be earlier than many realize.
VIDEO: Over the weekend, the polls and betting markets show a considerable tightening of the Presidential race. This shows the race is even more of...
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Macro Minute Video
Video: Macro Minute: "Iffy" October behind us. But election uncertainty likely weighs on much of November.
VIDEO: It is clear that the winner of the 2024 Presidential election will not be decided on 11/5 evening, but could be a drawn out...
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