Macro Minute Video
Video: Macro Minute: We believe AI Semi/DRAM selloff is nearing an end given signs of 'top calling' and retrospective of CSCO from 1997 to 2000 shows multiple false tops
VIDEO_:_ Peter Lynch once famously said “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” To us, this...
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Macro Minute Video
Video: Macro Minute: Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO_:_ The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI. In our view, the...
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Macro Minute Video
Video: Macro Minute: SK Hynix triggers margin calls for 1.2 million Korea brokerage accts, while Oil surges as Trump declares new war with Iran. While fears higher, we are buyers of this dip
VIDEO_:_ The macro has become a bit messy as war risks and the selloff in memory triggered margin calls in both the US and Korea....
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Macro Minute Video
Video: Macro Minute: We continue to buy the dip in semis, memory and tech
VIDEO_:_ We are constructive near term as this pullback in semis, memory and tech and momentum seems to have created a good risk/reward. And in...
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Macro Minute Video
Video: Macro Minute: FOMC minutes show dovish clues, more than expected. We think the selloff is overdone in Semis, memory, momentum.
VIDEO_:_ We discuss how the severe decline in momentum is overdone and points to a likely bottom. The FOMC is surprisingly dovish, at least that...
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Macro Minute Video
Video: Macro Minute: Carnage in Semis/Memory continue. But we remain near-term constructive and are buying the dip.
VIDEO_:_ In the near-term, we continue to be constructive and expect S&P 500 to reach 7,700 near-term, but the wall of worry continues to grow. ...
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Macro Minute Video
Video: Macro Minute: Softer June jobs and weaker oil point to 'dovish' development relative to Fed pricing
VIDEO_:_ We discuss how the recent softer jobs number for June and coupled with the weaker oil prices point to a softer inflation picture than...
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Macro Minute Video
Video: Macro Minute: As we look at 2H2026, 6 factors support why we are 'buying the dip'
VIDEO_:_ As we look into 2H2026, we discuss the multiple factors that will be important to investors in the second half. The overall picture is...
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Macro Minute Video
Video: Macro Minute: As 2Q26 comes to an end, equity markets still in good shape… but NYSE margin is a further sign consolidation likely ahead
VIDEO_:_ As the 2Q comes to an end, equity markets did well, but the market sees a more hawkish Fed. We remain less hawkish than...
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Macro Minute Video
Video: Macro Minute: May Core PCE shows 'war inflation' probably peaked, hence, rates low. Semi and Memory dip is still buyable
VIDEO_:_ May Core PCE was mainly driven by 'financial services' which means stock market gains drove inflation. Ex-financials, core PCE was 0.22%, which is pretty...
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