Macro Strategy
- Macro Minute Video
- Macro Minute Video
Video: Macro Minute: Stocks weaken last 2 days as inflation concerns resurface. We see this as a "false flag" and want to buy the dip
VIDEO: We discuss how the resurfacing of inflation concerns is a bit of a false flag. We would buy this dip. Please click below to view our Macro Minute (duration: 4:42). https://vimeo. com/949720271/6202d7de7f? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on 4/16. Full...
- Macro Minute Video
Video: Macro Minute: We see NVDA results good enough to pull cash off sidelines for market broadly. When considering global labor shortage, seems early days for AI
VIDEO: We discuss several things tonight. NVDA likely pulls money off sidelines. Broader market multiples likely expand as well. Please click below to view our Macro Minute (duration: 04:17). https://vimeo. com/949352320/0aa4e29b60? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on 4/16. Full stock list here -> Click...
Macro Minute Video
VIDEO: Tom Lee Macro Minute: 6 reasons we see risk/reward shifting favorably for equities given oversold conditions
VIDEO: There are 6 reasons stocks have overshot to the downside, including signs de-leveraging is complete Please click below to view our Macro Minute (duration: 6:28). https://vimeo. com/937500569/e9377df23a?...
First Word
5 signs the painful "de-leveraging" process might be nearing an end.
VIDEO: We discuss 5 reasons we believe the painful de-leveraging process might be nearing an end Please click below to view our Macro Minute (duration: 5:29). https://vimeo. com/936493293/7d52a83875?...
Macro Minute Video
VIDEO: Tom Lee Macro Minute: 5 signs the painful "de-leveraging" process might be nearing an end.
VIDEO: We discuss 5 reasons we believe the painful de-leveraging process might be nearing an end Please click below to view our Macro Minute (duration: 5:29). https://vimeo. com/936493293/7d52a83875?...
- First Word
GRANNY SHOTS: June 2024 Super Granny update
TO DOWNLOAD THE SLIDE DECK FOR OUR GRANNY SHOTS WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER “Super Grannies” (most timely) and “Sleeper Grannies” are derived from our core stock list of 36 ideas called “Granny Shots”The rationale is many clients ask us to narrow this list...
First Word
Probabilities suggest "hot" Feb core CPI above consensus of +0.30%. Jan "hot" CPI drove a 3% sell-off. But with "gas in the tank," this is a buy the dip moment.
VIDEO: February CPI is reported on Tuesday. I think there’s a risk that it’s a hot number, but it’s probably similar to January when you...
Macro Minute Video
VIDEO: Macro Minute: Probabilities suggest "hot" Feb core CPI above consensus of +0.30%. Jan "hot" CPI drove a 3% sell-off. But with "gas in the tank," this is a buy the dip moment.
VIDEO: February CPI is reported on Tuesday. I think there’s a risk that it’s a hot number, but it’s probably similar to January when you...
First Word
Stocks wobble to start the week: too early to say "no gas left in tank." But, this is a maturing rally at 19 weeks and +26% gains.
VIDEO: This is the first time in awhile that stocks fell on "good news" -- yields fell, and stocks down. We know there is a...
Macro Minute Video
VIDEO: Macro Minute: Stocks wobble to start the week: too early to say "no gas left in tank." But, this is a maturing rally at 19 weeks and +26% gains.
VIDEO: This is the first time in awhile that stocks fell on "good news" -- yields fell, and stocks down. We know there is a...
