Macro Minute Video
VIDEO: Macro Minute: Exiting Feb, S&P 500 +7% YTD. Next key decision point is Feb CPI on March 12. Beware of "residual seasonality"
VIDEO: We discuss how the key date is likely March 12, Feb CPI day. The key is the residual seasonal problem in Jan often spills into...
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Macro Minute Video
VIDEO: Macro Minute: 4 themes working in 2024. Jan PCE released Thu am. Recall, "stubborn" inflation is Auto insurance + Shelter. NYSE margin debt barely rose in Jan
VIDEO: We discuss the four themes working so far in 2024, including the stealth rally in small-caps. That is a surprise given the Fed odds of...
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Macro Minute Video
VIDEO: Macro Minute: Jan PCE this Thu is key macro. Buy the dip coming back strong. Ex: PANW selloff last week
VIDEO: The key macro data point this week is Jan PCE released Thu. There seems to be some increased momentum of inflation shown in Jan CPI...
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Macro Minute Video
VIDEO: Macro Minute: NVDA 4Q23 EPS increase was $10.7b of S&P 500 EPS gain $34.9B (31%). AMZN another 30%. Ex-bottom 15 cos, S&P 500 EPS growth >14%
VIDEO: NVDA accounted for 31% of all profit growth in 4Q23, so a strong argument against a bubble. Inflation remains the unknown near-term. Please click below...
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Macro Minute Video
VIDEO: Macro Minute: Today shows still "gas in the tank" of current rally (17 weeks now). NVDA was good EPS = rising stock. Warning sign is stocks falling on good news.
VIDEO: With NVDA 1.26% EPS behind us, the focus will shift back to macro and inflation and Fed. Generally, we see potential positive surprise for Feb CPI (lower...
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Macro Minute Video
VIDEO: Macro Minute: We think it is too early to declare AI a bubble, looking back at dot-com and Nikkei surges
VIDEO: In both the dot-com and Japan stock surges, a massive drawdown was seen at the midpoint, and both then saw a further 10X increase. We...
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