Ticker Appearances
Daily Technical Strategy
Treasury yields break out while REITS start to turn higher
NEAR-TERM EQUITY TRENDS ARE BULLISH, BUT THE RALLY FEELS QUITE CHOPPY, AND IT LARGELY IS IF ONE CONSIDERS “MAG 7” UNDERPERFORMANCE COUPLED WITH A VERY...
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Daily Technical Strategy
Magnificent 7 still lagging, & Software should be underweighted within Technology
NEAR-TERM EQUITY TRENDS ARE BULLISH, BUT DESPITE LAST WEEK’S BREAKOUT IN QQQ, THIS WEEK HAS KICKED OFF WITH A MUCH BETTER DAY OF PERFORMANCE OUT...
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Daily Technical Strategy
Reversal encouraging, specifically for Metals and Crypto
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND THE RECENT DETERIORATION IN TECHNOLOGY HAS NOT RESULTED IN US EQUITIES BREAKING UPTRENDS EITHER...
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First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
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First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
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First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
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Intraday Alert
MARKETING DECK: P/E should likely be expanding in 2026
NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...
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First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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Daily Technical Strategy
Treasury yields break out while REITS start to turn higher
NEAR-TERM EQUITY TRENDS ARE BULLISH, BUT THE RALLY FEELS QUITE CHOPPY, AND IT LARGELY IS IF ONE CONSIDERS “MAG 7” UNDERPERFORMANCE COUPLED WITH A VERY...
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Daily Technical Strategy
Magnificent 7 still lagging, & Software should be underweighted within Technology
NEAR-TERM EQUITY TRENDS ARE BULLISH, BUT DESPITE LAST WEEK’S BREAKOUT IN QQQ, THIS WEEK HAS KICKED OFF WITH A MUCH BETTER DAY OF PERFORMANCE OUT...
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Daily Technical Strategy
Reversal encouraging, specifically for Metals and Crypto
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND THE RECENT DETERIORATION IN TECHNOLOGY HAS NOT RESULTED IN US EQUITIES BREAKING UPTRENDS EITHER...
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First Word
Our eyes are on the "new Fed" Chair announcement Friday. We continue to see shallow pullbacks and a new high for S&P 500 in August.
I spent the last two days doing zooms and one-on-ones with our institutional investor clients in NYC, and I have a snapshot of sentiment as...
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First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
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First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
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Intraday Alert
MARKETING DECK: P/E should likely be expanding in 2026
NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...
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First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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Daily Technical Strategy
Treasury yields break out while REITS start to turn higher
NEAR-TERM EQUITY TRENDS ARE BULLISH, BUT THE RALLY FEELS QUITE CHOPPY, AND IT LARGELY IS IF ONE CONSIDERS “MAG 7” UNDERPERFORMANCE COUPLED WITH A VERY...
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Daily Technical Strategy
Magnificent 7 still lagging, & Software should be underweighted within Technology
NEAR-TERM EQUITY TRENDS ARE BULLISH, BUT DESPITE LAST WEEK’S BREAKOUT IN QQQ, THIS WEEK HAS KICKED OFF WITH A MUCH BETTER DAY OF PERFORMANCE OUT...
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Daily Technical Strategy
Reversal encouraging, specifically for Metals and Crypto
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND THE RECENT DETERIORATION IN TECHNOLOGY HAS NOT RESULTED IN US EQUITIES BREAKING UPTRENDS EITHER...
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First Word
President Trump to announce new Fed Chair by end of week, likely view as dovish by markets.
VIDEO: Tuesday on CNBC Squawk Box, President Trump announced a new Fed Chair by the end of the week. This might be possibly viewed as...
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First Word
Challenging week coming to a close, and lots of data Friday
VIDEO: This week, stocks have sold off during the day. In our view, there are two reasons. First, this is a consequential macro week, so...
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First Word
Equities consolidated the past 2 days, healthy digestion of 3% MTD gains. Probabilities favor stocks rising post-July FOMC rate decision.
VIDEO: For the last 2 days markets open higher but close down for the day. To us, this is equities consolidating after being up 3%...
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First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
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First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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Macro Minute Video
Video: Macro Minute: June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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Macro Minute Video
Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs
VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end...
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