Macro Minute Video
VIDEO: Macro Minute: GRANNY SHOTS: Jan 2024 rebalance +10 adds. NEW SMID Granny Shots +46 stocks. January Super and Sleeper Grannies. WEBINAR WED!!!
On Wednesday, 1/17 , we update our Granny Shots. If you have not yet registered, sign up with the webinar block below. ________________________________________________ Video: Tune into...
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Macro Minute Video
VIDEO: Macro Minute: The Dec CPI details far better…ex-auto insurance, core CPI +0.25% MoM. Inflation still falling like a rock.
VIDEO: We discuss how the Dec CPI was actually very good, only blemished by auto insurance which is now 50% of core services CPI. Please...
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Macro Minute Video
VIDEO: Macro Minute: New highs still likely in January, but we still see bulk of gains in 2H. Beware of potentially hot CPI Thu
VIDEO: We still expect new highs in January, but then some consolidation. Thus, bulk of gains in 2H24. Dec CPI released Thursday – bond markets...
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Macro Minute Video
VIDEO: Macro Minute: Takeaways from Dan Ives fireside chat = Technology lots of visibility. 2024 still likely double-digit gains and "hot" Dec CPI on Thursday likely priced in
VIDEO: several things. Takeaways from our fireside chat. We also talk about signal from 1st 5 days and the upcoming Dec CPI print Please click...
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Macro Minute Video
VIDEO: Macro Minute: We expect 2024 to be strong and a strong Dec 23 bodes well for strong Jan + Feb
We discuss: We discuss how strong Decembers tend to lead to strong Jan and Feb. And the year tends to play out in the first...
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Macro Minute Video
VIDEO: Macro Minute: New all-time S&P 500 highs likely in January (if not Friday 12/29). However, 4 reasons we then see a pullback around Feb/March 2024. Small-caps likely lead in 1H24.
We discuss: To us, it is only a matter of days before we make new all-time highs. But then we likely consolidate. Small-caps likely outperform...
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