Announcement
Super Grannies and Market Update – June 30 Webinar Cancelled

Video: Macro Minute: 5 takeaways from earnings season and why muted reaction to beats is not "late cycle" signal.

VIDEO: The muted reaction to positive EPS, in our view, reflects the cautious macro views (uncertainty) given the stubborn inflation reports.  1Q24 EPS seems more early cycle.

Please click below to view our Macro Minute (duration: 6:06).

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36 Granny Shot Ideas and 44 SMID Granny Shot Ideas: We performed our quarterly rebalance on 4/16. Full stock list here -> Click here

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