First Word
Two steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still...
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First Word
Earnings are proving to be the positive catalyst needed for stocks to recover.
VIDEO: Mark Newton believes Tuesday's rally suggests the technical low is in place. That is a good thing and means CTAs and other investors are...
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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). ?...
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Macro Minute Video
VIDEO: Macro Minute: Further de-leveraging short-term headwind (and reason to buy this dip slowly) but YE view intact
VIDEO: While this selloff, over the past few weeks, has been painful, it is creating some attractive entry points. But the short-term headwind is the surge...
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First Word
GRANNY SHOTS: Apr 2024 rebalance +7 adds. SMID Granny Shots +20 stocks. April Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 4/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ___________________________________GRANNY SHOTS APRIL...
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Macro Minute Video
VIDEO: Macro Minute: VIX surging near 20 and term structure inversion says bad news still "getting priced in" and thus, tells to be even "slower" to buy the dip
VIDEO: Equities suffered technical damage, falling below the 50-day moving average. But we are seeing fear surge, with VIX near 20 and the term structure inverted. ...
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