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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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Macro Minute Video
Video: Macro Minute: Google capital raise brings AI IPO/public raise tally to $340 billion.
VIDEO_:_ We discuss the upcoming capital raises by SpaceX, Google, Anthropic and OpenAI. We believe investors are willing to provide this substantial capital in the...
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Macro Minute Video
Video: Macro Minute: Equity markets remain healthy, supported by strong economic data and earnings. Keeping an eye on SpaceX IPO
VIDEO_:_ We discuss how we generally view the rise in stocks since late April as healthy. The May ISM manufacturing report and April JOLTS (today)...
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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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First Word
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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Macro Minute Video
Video: Macro Minute: US outperformance reflects its advantage in compute and Energy
VIDEO_:_ We discuss why the US is probably the best positioned of any region given the leadership in compute and energy. And South Korea is...
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First Word
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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Macro Minute Video
Video: Macro Minute: 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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First Word
$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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Macro Minute Video
Video: Macro Minute: $NVDA to report Wed and with a forward P/E of 19X, still reasonably priced. Oil and 10Y headwinds, but swaps show CPI YoY likely to peak in June 2026
VIDEO_:_ NVDA is set to report Wed and equities have been soft in front of this, particularly given oil is back to highs and yields...
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