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: 15a3d8-5d807f-ad130b-d40ac5-96bc15

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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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: 15a3d8-5d807f-ad130b-d40ac5-96bc15

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: 15a3d8-5d807f-ad130b-d40ac5-96bc15

First Word
Fri, February 14, 2025 | 7:50AM ET

Equities finally stage upside breakout on "bad news" = 2025 proving stocks remain resilient and resistant (so far) to large sell-off.

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: 15a3d8-5d807f-ad130b-d40ac5-96bc15

Macro Minute Video
Thu, February 13, 2025 | 8:00PM ET

Video: Macro Minute: Equities finally stage upside breakout on "bad news" = 2025 proving stocks remain resilient and resistant (so far) to large sell-off.

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: 15a3d8-5d807f-ad130b-d40ac5-96bc15