First Word
Wed, March 5, 2025 | 7:50AM ET

A "10 best days" probably coming this week. Since 1928, missing "10 best days" in a year cuts returns from 8% annually to -13% (or -2,100bp) and -2,200bp since 2015.

VIDEO: We are seeing signs of investor panic, and while many want to exit the market, the "rule of 10 best days" strongly argues against...

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Macro Minute Video
Tue, March 4, 2025 | 9:12PM ET

Video: Macro Minute: A "10 best days" probably coming this week. Since 1928, missing "10 best days" in a year cuts returns from 8% annually to -13% (or -2,100bp) and -2,200bp since 2015.

VIDEO: We are seeing signs of investor panic, and while many want to exit the market, the "rule of 10 best days" strongly argues against...

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Visitor: 6d1610-2275e6-38a616-4b52c5-29dd93

First Word
Tue, March 4, 2025 | 7:50AM ET

Equity markets again buffeted by tariff headlines, but of the gauntlet of items this week, Tariff day might be the "worst"

VIDEO: It is clear markets are most bothered by tariffs, which go into effect just past midnight on 3/4. With the surge in VIX, and hedge...

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First Word
Thu, February 27, 2025 | 7:50AM ET

$NVDA results beat consensus and "good enough" in our view for stocks to stabilize

VIDEO: $NVDA results were good enough in our view. This Friday is Jan Core PCE, which will hopefully be softer than consensus. Please click below to...

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Macro Minute Video
Wed, February 26, 2025 | 9:20PM ET

Video: Macro Minute: $NVDA results beat consensus and "good enough" in our view for stocks to stabilize

VIDEO: $NVDA results were good enough in our view.  This Friday is Jan Core PCE which will hopefully be softer than consensus. Please click below...

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Visitor: 6d1610-2275e6-38a616-4b52c5-29dd93

First Word
Wed, February 26, 2025 | 7:50AM ET

Conference Board survey further adds to "growth scare" concerns. But we continue to see as a "flesh wound" and turnaround likely Wed with $NVDA results.

VIDEO: The cumulation of headlines in recent weeks is adding up to a "Growth scare" for investors.  And thus, good news is what is needed...

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Visitor: 6d1610-2275e6-38a616-4b52c5-29dd93

Macro Minute Video
Tue, February 25, 2025 | 9:10PM ET

Video: Macro Minute: Conference Board survey further adds to "growth scare" concerns. But we continue to see as a "flesh wound" and turnaround likely Wed with $NVDA results.

VIDEO: The cumulation of headlines in recent weeks is adding up to a "Growth scare" for investors.  And thus, good news is what is needed...

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Visitor: 6d1610-2275e6-38a616-4b52c5-29dd93