Videos
- Comments
- 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 a sign of institutional accumulation Please click below to view our Macro Minute (duration: 4:23). https://vimeo. com/953756899/cfb520938f? share=copy _____________________________ 36 GRANNY SHOT IDEAS AND 44 SMID GRANNY...
- Comments
Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match
Today, we discuss how recent economic data is pushing the Fed Funds futures market in the right direction, the influence of rate expectations on the crypto market as observed through the Coinbase premium, the intersection of Bitcoin and AI, and why the near-term setup for COIN and STX is enticing....
Comments
CPI Opens the Liquidity Floodgates
In today’s video, we discuss encouraging flows across ETFs and stablecoins, a potential ETH ETF denial presenting a buyable low in ETH/BTC, and adding exposure...
Macro Minute Video
Video: Macro Minute: APRIL CPI WED AM: A good April CPI shatters "inflation accelerating" camp, meaning number of Fed cuts by YE 2024 starts to drift higher towards 2.0-2.5
VIDEO: The April CPI report is one of the most important of 2024. The early release of April PPI might give us a clue for...
Comments
Lower Rates and Broader Short Covering Could Spark Rally in Crypto Equities
In today's video, we discuss this morning's PPI data being somewhat of a non-factor as investors brace for tomorrow's CPI release, which could serve as...
- Comments
Macro Minute Video
Video: Macro Minute: A soft jobs report likely shifts "fear of May" to "buy in May"
VIDEO: We discuss how the growing apprehension of markets likely eases in next few weeks, perhaps starting with a possible "soft" April jobs report. Please...
Macro Minute Video
Video: Macro Minute: May FOMC meeting shows a dovish Fed
VIDEO: Here are 5 from Fed FOMC rate decision that show Fed was dovish. And this supports higher stock prices in May. Please click...
Macro Minute Video
Video: Macro Minute: Equities down -4% in April and some wonder if this is the start of "payback" — still expecting May to be a positive month, with May FOMC (Wed, tomo) obviously important.
VIDEO: S&P 500 was down -4% in April, but we still expect May to be a positive month. There is a gauntlet of data ahead...
Comments
Recent Weakness Could Reverse Tomorrow
In today's video, we revisit our perspective on the significant impact that the QRA and FOMC could have on the crypto market. We will also...
