Macro Minute Video
Video: Macro Minute: 19 SMID Granny Shots + 9 Large-caps levered to China recovery. 3 reasons to "respect the upside breakout" in China equities.
VIDEO: We discuss the 19 SMID Granny Shots and 9 large-cap stocks highly correlated to a recovery in China equities and economy. Please click below...
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Macro Minute Video
Video: Macro Minute: 3 fundamental drivers supportive of equities into YE, 3 of 3 imply bigger upside for small-caps vs large into YE
VIDEO: We discuss 3 fundamental drivers that will impact stocks into year-end and we highlight correlations and other factors for why this favors small-caps Please...
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First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Macro Minute Video
Video: Macro Minute: Fed 50bp cut is positive as it shows Fed committed to keeping expansion healthy. But 3 reasons stocks stumbled today, but not negating positive effects
VIDEO: We discuss the 3 reasons stocks stumbled today. These factors do not negate the positive impacts stemming from the Fed kicking off an easing...
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Macro Minute Video
The Fed ending the inflation war this Wed, reducing real rates for the first time in 2 years = good news
VIDEO: Yesterday, we discussed how just getting the debates and CPI behind us would give markets visibility = good. That is what seems to have...
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Macro Minute Video
Video: Macro Minute: Tailwinds into Sept FOMC next week. But Sept has peculiar seasonality to be minding.
VIDEO: We see positive tailwinds supportive for stocks into next week and post-FOMC rate decision (Wed). But we cannot also shake the peculiar seasonality of...
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