Macro Minute Video
Mon, March 3, 2025 | 9:38PM ET

Video: Macro Minute: 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 tonight. With the surge in VIX, and hedge fund positioning lightening, it...

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First Word
Mon, March 3, 2025 | 7:50AM ET

This week could bring both the Fed "put" and Trump "put" back into play, post-Feb jobs report. Last Friday's "stocks rise on bad news" was a good sign.

VIDEO: This week is shaping up to be a critical week, when there could be panic about a bad jobs report (fri) but this brings...

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Macro Minute Video
Sun, March 2, 2025 | 6:20PM ET

Video: Macro Minute: This week could bring both the Fed "put" and Trump "put" back into play, post-Feb jobs report. Last Friday's "stocks rise on bad news" was a good sign.

VIDEO: This week is shaping up to be a critical week, when there could be panic about a bad jobs report (fri) but this brings...

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Visitor: c50035-6243e9-01b969-deca28-b0b4e7

First Word
Tue, February 25, 2025 | 7:50AM ET

The trading of NVDA into EPS is essentially the worst in 5 year, further adding to probability of a rally post-EPS Wed

VIDEO: NVDA has rarely seen negative returns into its earnings report and in past 8 weeks is down -3.7%.  Outside of 2022 bear market, this...

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Macro Minute Video
Mon, February 24, 2025 | 9:21PM ET

Video: Macro Minute: The trading of NVDA into EPS is essentially the worst in 5 year, further adding to probability of a rally post-EPS Wed

VIDEO: NVDA has rarely seen negative returns into its earnings report and in past 8 weeks is down -3.7%.  Outside of 2022 bear market, this...

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Visitor: c50035-6243e9-01b969-deca28-b0b4e7

First Word
Mon, February 24, 2025 | 7:50AM ET

4 reasons we view last weeks -5% decline in Momentum stocks as only a "flesh wound"

VIDEO: We view the sell-off in momentum stocks/broad equities (last 2 days of last week) as a flesh wound.  We highlight 4 reasons this week...

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Visitor: c50035-6243e9-01b969-deca28-b0b4e7

Macro Minute Video
Sun, February 23, 2025 | 9:03PM ET

Video: Macro Minute: 4 reasons we view last weeks -5% decline in Momentum stocks as only a "flesh wound"

VIDEO: We view the sell-off in momentum stocks/broad equities (last 2 days of last week) as a flesh wound.  We highlight 4 reasons this week...

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Visitor: c50035-6243e9-01b969-deca28-b0b4e7