First Word
First Word
Several key milestones in June, including SpaceX IPO and first Fed Chair Warsh meeting
As we close out the first week of June, the S&P 500 is basically flat for the week, and up 11% YTD. We continue to...
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First Word
MARKETING DECK: Resilient economy & corporates - S&P 500 Year-end Target: 7,700
2026: RESILIENCE AND US EXCEPTIONALISM3 PHASE MARKET7 BLACK SWANS: Argues for higher P/EUS RELATIVE POSITION: Compute and EnergyCHALLENGES LATER IN 2026: Driver for Phase 2?NEW...
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May 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US AT 2PM ET ON 5/28 FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR...
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The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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$NVDA results good enough. FOMC minutes hawkish bias if inflation persists. Equities show impressive resilience
Equities are essentially flat for the week, a sign of impressive resilience considering oil is still near multi-decade highs and interest rates are at 1-year...
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The stocks working in 2026 deliver things that are scarce = market makes sense. Still see a 3-phase market in 2026.
The S&P 500 registered a new high today (7,273 intraday high) and we continue to see positive risk/reward. While some investors remain wary and even...
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Adding Software $IGV to top sector ideas along with $MAGS $IBIT $ETHA. If correct, private credit risks diminishing
The S&P 500 is up +0.6% so far this week, impressive considering the stalled progress on US-Iran talks and the fact that oil is up...
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This Wed may be Fed Chair Powell last presser. Equity returns under Powell +8.3% CAGR nominal, +4.7% real = very good returns
VIDEO_:_ Fed Chair Powell’s last press conference as FOMC Chair may be this Wed. Analysis shows equity returns were +8.3% nominal and +4.7% real CAGR...
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April 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US AT 2PM ET ON 4/23 FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. TO DOWNLOAD THE SLIDE DECK FOR OUR...
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4 takeaways from Kevin Warsh Senate Confirmation Hearings
VIDEO_:_ We discuss the 4 takeaways from the Senate confirmation hearings. Kevin Warsh will be making some notable changes it seems. Please click here to view our Macro...
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