Macro Minute Video
VIDEO: Macro Minute: Since 1950, reaching all-time highs after a 20% decline led to 6M gains 11 of 11 times. And 18M sustained gains 7 of 11 times. Affirming 2024 constructive outlook. Don't give up on small-caps
VIDEO: We discuss how small-caps remain attractive at 1999 lows. And on broader markets, reaching an all-time high led to further gains 7 of 11...
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Macro Minute Video
VIDEO: Macro Minute: Equities manage to claw back to flat YTD, and we still expect new highs by late-Jan. This, however, is not a risk-on signal.
VIDEO: We discuss how inflation remains arguably the single most important macro variable in next few months. And once Fed sees the outsized role of...
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Macro Minute Video
VIDEO: Macro Minute: With each passing day, again reminded to expect a bumpy year with most gains in 2H. But 2 things we will watch in next few months
VIDEO: We discuss the two key items we are watching in the next few months, to get a better sense when markets will find their...
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Macro Minute Video
VIDEO: Macro Minute: GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 1/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ Video: Tune into...
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Macro Minute Video
VIDEO: Macro Minute: The Dec CPI details far better…ex-auto insurance, core CPI +0.25% MoM. Inflation still falling like a rock.
VIDEO: We discuss how the Dec CPI was actually very good, only blemished by auto insurance which is now 50% of core services CPI. Please...
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Macro Minute Video
VIDEO: Macro Minute: New highs still likely in January, but we still see bulk of gains in 2H. Beware of potentially hot CPI Thu
VIDEO: We still expect new highs in January, but then some consolidation. Thus, bulk of gains in 2H24. Dec CPI released Thursday – bond markets...
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Washed Out Stocks
