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...

Already have an account? Sign In

Visitor: 2c9732-bdd860-359df0-26dbeb-840d7b

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...

Already have an account? Sign In

Visitor: 2c9732-bdd860-359df0-26dbeb-840d7b

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...

Already have an account? Sign In

Visitor: 2c9732-bdd860-359df0-26dbeb-840d7b

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...

Already have an account? Sign In

Visitor: 2c9732-bdd860-359df0-26dbeb-840d7b

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...

Already have an account? Sign In

Visitor: 2c9732-bdd860-359df0-26dbeb-840d7b

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...

Already have an account? Sign In

Visitor: 2c9732-bdd860-359df0-26dbeb-840d7b

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...

Already have an account? Sign In

Visitor: 2c9732-bdd860-359df0-26dbeb-840d7b