First Word
August Market Update & Top Stock Ideas + Super SMID Granny
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. INVESTMENT IDEAS: TOP 5 STOCK PICKS As we are rebranding our monthly...
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Intraday Alert
INTRADAY ALERT: July Core CPI at +0.17% supportive of rate cut cycle starting Sept. Shelter + Auto Insurance account for +0.21% of inflation in the month.
The July Core CPI came in at +0.17% MoM, a better than expected versus consensus of +0.19% MoM. This is now the 4th consecutive "soft"...
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Macro Minute Video
Video: Macro Minute: While bottoms are a "process," a good July Core CPI tilts "risk-on" at least until Jackson Hole (8/22-8/24)
VIDEO: A good July Core CPI (<+0.25% MoM) might tilt markets to risk-on at least thru the Jackson Hole Economic Symposium 8/23 Please click below...
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First Word
INTRADAY ALERT: HANDHOLDING INTO WEEKEND: 7 upcoming events/catalysts to reverse de-risking due to "recession here and Fed made a mistake"
APOLOGIES. I HAVE BEEN IN TRANSIT CROSS COUNTRY LAST TWO DAYS, HENCE NO VIDEOS AND FEWER UPDATES. PLEASE READ THIS PRE-WEEKEND ANALYSIS CAREFULLY... VIDEO ON...
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First Word
INTRADAY ALERT: Over-reaction to July jobs miss. Soft jobs report still supports "soft landing" and gives Fed room for cuts. VIX surging 50% to 28 means panic, and short-term means sellers will be pressuring markets.
The July jobs report was a miss coming in at +114k vs +175k expected by the Street. The "miss" is triggering a major "risk off"...
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First Word
Probabilities favor market seeing July FOMC as dovish, leading to strong equity rally led by small-caps
VIDEO: We detail 4 reasons we expect markets to view the July FOMC rate decision as dovish (duration 5:45). We believe the...
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