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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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First Word
Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25
VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed...
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First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
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First Word
March Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. Please click below to view our Macro Minute video (duration: 4:12). https://vimeo....
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First Word
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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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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First Word
Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25
VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed...
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First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
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First Word
March Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. Please click below to view our Macro Minute video (duration: 4:12). https://vimeo....
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First Word
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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First Word
May Super Granny and Super SMID Granny Market Update + SMID Granny May Rebalance +11 adds/ -11 deletes.
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: Stocks are 3% from all-time highs, yet this is one of...
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First Word
As week nears end, earnings provided support for equity recovery. Bessent arguably correct Fed should be cutting as we explain below
VIDEO: This week was about earnings (positive) and macro and markets are in a better place now than a week ago, and two weeks ago....
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First Word
Probabilities favor "V-shaped" recovery for equities, despite murky tariff visbility. 5th confirming signal triggered 4/25
VIDEO: Friday close above 5,491 for S&P 500 is the 5th confirming signal of a low and odds favor a V-shaped recovery led by washed...
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First Word
April Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. VIDEO: We believe there are signs that the S&P 500 has made...
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First Word
March Super Granny and Super SMID Granny Market Update
TO DOWNLOAD THE SLIDE DECK FOR OUR MARKET UPDATE WEBINAR, PLEASE CLICK HERE. Please click below to view our Macro Minute video (duration: 4:12). https://vimeo....
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First Word
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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