VIDEO: Macro Minute: 4 themes working in 2024. Jan PCE released Thu am.  Recall, "stubborn" inflation is Auto insurance + Shelter.  NYSE margin debt barely rose in Jan

The video in this report is only accessible to members

VIDEO: We discuss the four themes working so far in 2024, including the stealth rally in small-caps.  That is a surprise given the Fed odds of a cut have diminished.  A sign the stock market is stronger in 2024 vs 2023.

Please click below to view our Macro Minute (Duration: 06:05).

The video in this report is only accessible to members
The video in this report is only accessible to members

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36 Granny Shot Ideas and 46 SMID Granny Shot Ideas: We performed our quarterly rebalance on 1/17. Full stock list here -> Click here

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