Videos
Macro Minute Video
Video: Macro Minute: May jobs report is key event to cap this week. We are buyers of stocks on Friday, but even stronger if the jobs report is soft.
VIDEO: The macro data this week has been supportive of softening inflation, hence, rise in expected Fed cuts this year to 2.0, but the key...
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Crypto - Comments
Miners to Benefit from HPC, Robinhood Increasing Crypto Proximity
In today's video, we discuss the intersection of bitcoin miners and high-performance computing (HPC), as well as the positive implications of Robinhood's pending acquisition of...
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Macro Minute Video
Video: Macro Minute: JOLTS misses by -2.8 std dev as job market cools sharply = "bad news is good news." Rally at close in each of last 3 days is sign of institutional accumulation.
VIDEO: Stocks are inching higher in this first week of June. Notably, buying has taken place at the end of the day, which is historically...
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- Macro Minute Video
Video: Macro Minute: We are watching 3 things this week. At top of list is Middle East conflict.
VIDEO: There are 3 things we are watching closely this week. At the top of the list is a potential imminent attack by Iran on Israel Please click below to view our Macro Minute (duration: 4:51) https://vimeo. com/997527759/c03cc1506a? share=copy _____________________________ 42 SMID GRANNY SHOT IDEAS: We performed our quarterly rebalance on 7/16. Full...
Macro Minute Video
Video: Macro Minute: April Core CPI (Wed) comes to swing of housing and auto insurance. We expect +0.29% or better = good vs consensus of +0.30%
VIDEO: The Fed has maintained a dovish tilt because it is waiting for housing and auto insurance to cool. The first signs could be April...
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Crypto - Comments
Setup Still Looks Promising, Investors Just Need a Little More Convincing
In today's video, we discuss subdued flows as investors wait for further confirmation on the inflation front, and bipartisan support to overturn SAB 121, a...
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Macro Minute Video
Video: Macro Minute: April CPI (next week) could increase market expectation of Fed cuts back to 2-2.5 (from 1.8). S&P 500 +1.7% week to date, a reminder "never short a dull market"
VIDEO: We discuss how next week's April CPI could increase market expectations for more Fed cuts. Please click below to view our Macro Minute (duration: 4:53). https://vimeo....
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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...
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