First Word
Fri, February 28, 2025 | 7:50AM ET

Even as White House wants lower rates (via DOGE, tariffs, etc), they want to avoid "stall speed" or recession, which means White House "put" still exists.

VIDEO: We believe the White House "put" still exists, as the White House wants to avoid an economy stalling into a recession. Please click below...

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Visitor: 6c504a-829ed1-c79ace-581143-90da8e

Macro Minute Video
Thu, February 27, 2025 | 10:10PM ET

Video: Macro Minute: Even as White House wants lower rates (via DOGE, tariffs, etc), they want to avoid “stall speed” or recession, which means White House “put” still exists.

VIDEO: We believe the White House "put" still exists, as the White House wants to avoid an economy stalling into a recession. Please click below...

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Visitor: 6c504a-829ed1-c79ace-581143-90da8e

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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Visitor: 6c504a-829ed1-c79ace-581143-90da8e

Macro Minute Video
Thu, February 20, 2025 | 9:41PM ET

Video: Macro Minute: Investors continue to "buy the dip" as sentiment shows bearishness while markets touch all-time highs. This is a good sign.

VIDEO: Investors have been persistently bearish while S&P 500 making all-time highs.  This is rare and in the past 40 years, only happened 11 times...

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Visitor: 6c504a-829ed1-c79ace-581143-90da8e

Macro Minute Video
Wed, February 19, 2025 | 8:06PM ET

Video: Macro Minute: Client surveys show 53% cite tariffs/deportation as the biggest risk... but low VIX warns "never short a dull market

VIDEO: Equity markets staged what we view as an upside breakout on positive fundamental news and encouraging sentiment developments Please click below to view our Macro...

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Visitor: 6c504a-829ed1-c79ace-581143-90da8e

First Word
Wed, February 19, 2025 | 8:03PM ET

Client surveys show 53% cite tariffs/deportation as the biggest risk... but low VIX warns "never short a dull market

VIDEO: Equity markets staged what we view as an upside breakout on positive fundamental news and encouraging sentiment developments. Please click below to view our Macro...

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Visitor: 6c504a-829ed1-c79ace-581143-90da8e

First Word
Wed, February 19, 2025 | 12:14AM ET

February Super Granny and Super SMID Granny Market Update + SMID Granny February Rebalance +25 adds/ -24 deletes.

TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We discuss our macro views 6 weeks into 2025 including the...

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Visitor: 6c504a-829ed1-c79ace-581143-90da8e