Macro Minute Video
VIDEO: Macro Minute: Cars 17% of Core CPI, thus Nov Manheim Used Vehicle Index sort of matters (Friday 9am ET). Fundamental support for equities strengthened this week.
We discuss: The fundamental case strengthened for an equity rally into YE as inflationary pressures eased, leading to lower interest rates, weaker dollar and dovish...
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Macro Minute Video
VIDEO: Macro Minute: Market breadth expanding good sign, supportive of YE rally
We discuss: how market breadth is expanding, and there are signs of retail investor interest in small-caps. This seems supportive of a risk-on YE rally....
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Macro Minute Video
VIDEO: Macro Minute: November Super Granny update. High potential names to own for YE rally.
On Wednesday, 11/15 , we update the top 5 “Super Grannies” and bottom 5 “Sleeper Grannies." We also provide a Macro Update. If you have...
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Macro Minute Video
VIDEO: Macro Minute: Core CPI Tuesday am. Equity put-call hit 1.26 showing cautious positioning into CPI. Thus, favorable risk-reward
We discuss: how this week’s most important data point is going to be Tuesday's CPI print. I don’t know whether this will be above or...
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Macro Minute Video
VIDEO: Macro Minute: Big data week ahead. Consensus skews toward a "hotter" Oct Core CPI MoM on 11/14, which is contrarian positive. Baby rally intact and positioning still key (and favorable.)
We discuss: We discuss how this is a big data week ahead, but the most important is Oct CPI on 11/14. The "baby rally" still...
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Macro Minute Video
VIDEO: Macro Minute: Ex-Energy, 3Q23 EPS set to grow >10% YoY. Art Cashin famously said "never short a dull market" yet CBOE equity put-call surged on Wed to 1.32
We discuss: how 3Q23 EPS is on track to grow >10% YoY ex-Energy. We have said stocks should levitate in the absence of macro this...
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Washed Out Stocks
