Videos
- Macro Minute Video
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- Comments
Some Quick Thoughts on ETH ETF, Regulation, and Updates on Recent Tactical Trade Ideas
In today's video, we discuss rising ETH open interest ahead of the ETF decision, the House of Representatives' approval of FIT21, and updates on some of our active trades. https://vimeo. com/949665673/09b12bbcdd? share=copy
Macro Minute Video
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...
Comments
Flows Slowly Returning
As we anticipated in mid-April, May 1st appears to have been a pivotal date for interest rates, which have broadly declined since the QRA and...
Macro Minute Video
Video: Macro Minute: Earnings remains the focus of this week, but drop in yields, crude and VIX are corroborating buy in May
VIDEO: We discuss how earnings is the focus this week, but the backdrop for stocks is strengthening given fall in yields, crude and VIX Please...
- Comments
Near-Term DXY Top is Still In, HPC Miners Outperform
Today, we discuss our views on the recent sharp decline in prices, the rise in the DXY, our outlook on tomorrow's significant macro data, and the impressive performance of the names in our AI + HPC equities basket. https://vimeo. com/956806706/595985caa4? share=copy
Macro Minute Video
VIDEO: Macro Minute: Earnings are proving to be the positive catalyst needed for stocks to recover.
VIDEO: Mark Newton believes today's rally suggests the technical low is in place. That is a good thing and means CTAs and other investors are...
Macro Minute Video
VIDEO: Macro Minute: Bottoms are known to be "dangerous" but growing signs risk/reward turned favorable
VIDEO: For greater confidence a low is in place, we discuss the key levels to watch for S&P 500 and also the growing list of...
Macro Minute Video
VIDEO: Tom Lee Macro Minute: 6 reasons we see risk/reward shifting favorably for equities given oversold conditions
VIDEO: There are 6 reasons stocks have overshot to the downside, including signs de-leveraging is complete Please click below to view our Macro Minute (duration: 6:28). https://vimeo. com/937500569/e9377df23a?...
Macro Minute Video
VIDEO: Tom Lee Macro Minute: 5 signs the painful "de-leveraging" process might be nearing an end.
VIDEO: We discuss 5 reasons we believe the painful de-leveraging process might be nearing an end Please click below to view our Macro Minute (duration: 5:29). https://vimeo. com/936493293/7d52a83875?...
