Macro Minute Video
Video: Macro Minute: NVDA is flat into quarterly results (Wed after close), the first time since August 2022 = positive risk/reward. Equities still attractive here.
VIDEO: NVDA reports quarterly results after the close Wed. The stock has been flat for the past 4 weeks, reflecting investor apprehension into results. Thus,...
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Macro Minute Video
Video: Macro Minute: We expect Fed Chair Powell's Jackson Hole speech to be interpreted dovishly = good
VIDEO: We think markets ultimately view Fed Chair Powell's Jackson Hole speech as dovish. And this would be positive for equities. Please click here to...
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Macro Minute Video
Video: Macro Minute: While all eyes remain on Jackson Hole, crypto bottomed tue evening, which suggests stocks have also bottomed ahead of Jackson Hole
VIDEO: We discuss how it looks like Ethereum bottomed tuesday evening, right on schedule and as called by Mark Newton. This bodes well for stocks,...
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First Word
As we move into the final months of 2025, the key pivots are "dovish Fed" and ISM recovery >50
VIDEO: As we enter the final third of 2025, we think the prominent changes are the Fed is dovish and the ISM recovers to above...
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Macro Minute Video
Video: Macro Minute: As we move into the final months of 2025, the key pivots are "dovish Fed" and ISM recovery >50
VIDEO: As we enter the final third of 2025, we think the prominent changes are the Fed is dovish and the ISM recovers to above...
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Macro Minute Video
Video: Macro Minute: All eyes on Fed Chair Powell speech at Jackson Hole Friday, which we expect to be more "dovish" than markets expect
VIDEO: Equities performed well in August and while markets are on hold until Friday, we believe the case for a September cut by Fed remains...
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First Word
August Super Granny and Super SMID Granny Market Update + SMID Granny August Rebalance +18 adds/ -13 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. SUPER GRANNIES: 5 SUPER AND 5 SLEEPER Back by popular demand, we...
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First Word
July very "hot" PPI and yet stocks rose, is evidence too many investors are carrying an "inflation hammer"
VIDEO: Equities managed to rise on Thursday, despite a very "hot" July PPI. This is evidence that investors were expecting higher PPI and similarly, markets...
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Macro Minute Video
Video: Macro Minute: July very "hot" PPI and yet stocks rose, is evidence too many investors are carrying an "inflation hammer"
VIDEO: Equities managed to rise on Thursday, despite a very "hot" July PPI. This is evidence that investors were expecting higher PPI and similarly, markets...
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Macro Minute Video
Video: Macro Minute: The two winning trades in August so far are small-caps IWM and ethereum ETH. And no, neither is in a bubble
VIDEO: Equities are having a good month so far and the two winning trades have been Small-caps IWM -0.48% up +5% and Ethererum ETH -5.57% +28%. ETH...
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