First Word

First Word
Mon, October 21, 2024 | 7:45AM ET

Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.

VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500.  So far, this has been...

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First Word
Fri, October 18, 2024 | 7:50AM ET

New tactical call "Overweight homebuilders" as we enter the Golden 6 months.

VIDEO: We are entering the golden 6 months for homebuilders.  The strength of this seasonal trade is surprising. Please click below to view our Macro Minute (duration:...

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First Word
Fri, October 4, 2024 | 7:45AM ET

Sept jobs report - upside vs 150k consensus better. Watch the VIX to sense when Oct "iffy" period ending.

VIDEO: We are watching the VIX to get a sense when the "iffy Oct" period might end, both VIX falling below 17 and VIX term...

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