Macro Strategy
- First Word
- First Word
APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for the long awaited peaking of auto insurance rates. Please click below to view our Macro Minute (duration: 5:11). https://vimeo. com/946404650/9fcc8ec4c2? share=copy The release of the April CPI...
- Macro Minute Video
Video: Macro Minute: APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for the long awaited peaking of auto insurance rates. Please click below to view our Macro Minute (duration: 5:11). https://vimeo. com/946404650/9fcc8ec4c2? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND...
Macro Minute Video
VIDEO: Macro Minute: We are still buying dips (even these baby dips). March CPI could be upside catalyst for stocks to break this 18 day consolidation.
VIDEO: Stocks have been rangebound for 18 days now. March CPI could be upside catalyst on a good reading Please click below to view our Macro Minute (duration:...
First Word
Last week's market "stress test" reveals investors lean bearish. Wed is first "clean" CPI (March) in 2024, and likely a positive catalyst for equities.
VIDEO: The first "clean" CPI report is released Wed (March CPI) and we expect this to show the prevailing trend -- that inflation is falling like...
Macro Minute Video
VIDEO: Macro Minute: Last week's market "stress test" reveals investors lean bearish. Wed is first "clean" CPI (March) in 2024, and likely a positive catalyst for equities.
VIDEO: The first "clean" CPI report is released Wed (March CPI) and we expect this to show the prevailing trend -- that inflation is falling like...
- Macro Minute Video
Video: Macro Minute: As we enter final week of June, global economy strengthened while inflation weakened = stocks up for "right" reasons and well setup for July
VIDEO: As we enter final week of June, the global economy's fundamentals strengthened this month, while inflation weakened = stocks up for the right reasons Please click below to view our Macro Minute (duration: 3:37). https://vimeo. com/966242402/2f50341fb4? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY SHOT IDEAS: We performed our quarterly...
First Word
GRANNY SHOTS: February 2024 Super Granny update.
Today, 2/21, we hold our webinar on the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If you...
Macro Minute Video
VIDEO: Macro Minute: February 2024 Super Granny update.
On Wednesday, 2/21, we hold our webinar on the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If...
Macro Minute Video
VIDEO: Macro Minute: Today's bounce shows 1Q24 "top" not yet in, look for sell-off on good news
VIDEO: Our favorite sectors remain $IWM $XLI $XLF $XLK $QQQ and Bitcoin $BTC Please click below to view our Macro Minute (duration: 03:50). https://vimeo. com/913122523/d85916c4b1?...
First Word
Yesterday was unlikely the 1Q24 market top. Feels more like profit-taking as prices retrace gains of last 4 days. Proper yesterday is "sell off on good news" not a bad CPI report.
VIDEO: Yesterday's 2% selloff is an over-reaction to the hot CPI print. We also think it is a touch early to call for a top...
