Videos
- Macro Minute Video
- 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 = fuels further May gains. Please click below to view our Macro Minute (duration: 04:53). https://vimeo. com/945979092/322bfe7c92? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY...
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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 controversial crypto accounting proposal. https://vimeo. com/944667144/8125cc73db? share=copy
Macro Minute Video
Video: Macro Minute: Some soul searching might happen post-META, but the core drivers of positive/risk reward remain in place, and a 2% rally does not relieve that
VIDEO: While $META results disappointed, the company's competitive advantages remain enviable. And the drivers of a rally remain intact. Please click below to view our Macro...
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...
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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 Bitstamp. As a result, we are adding additional miners and HOOD to our crypto equities basket. https://vimeo. com/954578169/d1f5e8f42f? share=copy
Macro Minute Video
VIDEO: Macro Minute: Powell speech and ISM services incrementally dovish, raising odds of a June cut = affirms "buy the dip" even as shorts reload
VIDEO: Of the three key macro events today, this was on balance dovish, reflected in the fact that the odds of a June cut are...
Macro Minute Video
VIDEO: Macro Minute: 5 reasons we are buying this "inflation-fear" 2-day dip. Wed could be the turning date higher.
VIDEO: We discuss the 5 reasons we are buying this 2-day dip. Probabilities favor a turn upwards Wed Please click below to view our Macro Minute (duration:...
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Crypto Responding to Rising Rates
In today's video, we discuss the crypto's reaction to rising rate expectations and expansionary PMI, along with what the Coinbase premium is signaling. https://vimeo. com/930067270/5ff86e3633?...
Macro Minute Video
VIDEO: Macro Minute: In past 2 trading days, 4 key inflation data points released, only 1 is hawkish. Yet, markets slash odds of a June cut. Hence, we lean higher odds of June cut vs consensus
VIDEO: There have been 4 important inflation-related reports since Friday. Only ISM manufacturing is hawkish yet odds of a June cut tanked to ~50%. We...
