Macro Minute Video
Video: Macro Minute: 4 reasons higher oil is actually positive for US equities, contrary to consensus views
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Macro Minute Video
Video: Macro Minute: Oil surge to $80 prompts White House reaction. The strength in software, MAG7 and crypto continue to stand out
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Macro Minute Video
Video: Macro Minute: We advise adding exposure to MAG7, software $IGV and crypto, even if the 'bell' has not rung on the bottom
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from tom. lee@fsinsight. com to tom. lee@fundstratdirect. com. Please...
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Macro Minute Video
Video: Macro Minute: Markets fall as Iran war timelines pushed out. Gold falls as more signs emerge Software, MAG7 and crypto are bottoming
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Macro Minute Video
Video: Macro Minute: Stocks rise even as US begins combat operations. Another example of 'sell the buildup, buy the war' and further supports March is an up month
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from tom. lee@fsinsight. com to tom. lee@fundstratdirect. com. Please...
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Macro Minute Video
Video: Macro Minute: February is ending with a whimper, but we believe we are nearing lows for MAG7, Software and crypto. 5 reasons we see gains in March
Video_: _February proved to be a flat month, which is what we viewed as the likely case. While S&P 500 was -0.4% for the month, the...
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Macro Minute Video
Video: Macro Minute: $NVDA Fiscal 4Q results strong, a reminder of the health of the AI cycle. This is supportive of the rotation back into MAG7, which we expect to be confirmed soon
Video_: _We discuss how we are seeing signs that we may soon see a reversal of the 3 key trades: (i) MAG7 underperformance vs "bullet...
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Macro Minute Video
Video: Macro Minute: As we enter final week of Feb, it still feels like a bear market, but we expect March recovery in equities
Video_: _February has felt like a bear market as only Gold rose, while stocks, bitcoin and software all sank. We continue to view the selling...
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Macro Minute Video
Video: Macro Minute: Private credit fears further roil markets. But we overall view this as a "wall of worry" and we continue to believe we are nearing end of downside selling
Video_: _Since 1950, when both first week of Jan is positive and the month of Jan is positive, the full year tends to be strong. ...
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Macro Minute Video
Video: Macro Minute: Rising risk of attack in Middle East impairs risk appetite near-term. Analysis shows we are through much of the downturn in Mag7, Software and crypto
Video_: _Our analysis suggests we are through the "meat" of the decline in Mag7, Software, and crypto. In other words, we think these 3 key...
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