First Word
Wednesday sell-off disappointing, but stocks "in a better place" vs 4/7-4/8. Thus, notion of structural low still intact.
NO VIDEO TODAY: I AM ON A FLIGHT TODAY SO UNABLE TO RECORD A VIDEO The S&P 500 had a rough session Wednesday, falling -2.2%...
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First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
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Macro Minute Video
Video: Macro Minute: We believe there are signs that the S&P 500 has made a structural bottom. There are 5 possible "shoes to drop" which is why we expect markets to be range-bound, but this does not mean we need to make a new low
VIDEO: We believe there are signs that the S&P 500 has made a structural bottom. There are 5 possible "shoes to drop" which is why...
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First Word
Adage still holds that "Buy stocks VIX >50, confirmed by move below 31."
VIDEO: We discuss why the VIX move below 31 is an important signal. Please click below to view our Macro Minute (duration: 7:26). The...
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Macro Minute Video
Video: Macro Minute: Adage still holds that "Buy stocks VIX >50, confirmed by move below 31."
VIDEO: We discuss why the VIX move below 31 is an important signal. Please click below to view our Macro Minute (duration: 7:26). -------------------------...
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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Featured Research
Washed Out Stocks
