Macro Minute Video
Video: Macro Minute: Fed Chair dovish speech at Jackson Hole (8/23) solidifies case for small-caps
VIDEO: Fed Chair Powell was decisively dovish this past Friday at Jackson Hole, solidifying case for small-caps. We discuss the upside case in this video...
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Macro Minute Video
Video: Macro Minute: “Real rates” are 3X higher than at 2023 Jackson Hole, 1 of 3 reasons we expect markets to ultimately view Fed Chair Powell’s comments dovishly = risk-on post-speech.
VIDEO: We expect Fed Chair Powell's comments at Jackson Hole to be dovish and for markets to interpret these dovishly. This is supportive of stocks near term...
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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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First Word
INTRADAY ALERT: Buy the fear. High probability of a +4% to 5% 5 day equity rally post-FOMC (Wed), Led by small-caps.
The wariness of equities into this Wed July FOMC meeting is worse than market reactions in the past year. As we explain below, we now...
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First Word
Post-FOMC press conf (2:30pm), equities rallied 5D last 5 of 6 instances. Small-cap remains most compelling.
VIDEO: The Wed FOMC meeting key this week. Markets managed to rally 5 of the last 6 FOMC meetings. Please click below to view our Macro...
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