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First Word
SpaceX shares trading at $173 on Hyperliquid.xyz, up +28% from IPO price
The SpaceX IPO priced on Thursday June 11, 2026. As we noted recently, there could be some wobbling of equities in front of the SPCX 637.40% ...
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First Word
Wobble this week partly reflects cash raised to fund additional buys of SpaceX post-IPO (due to Nasdaq 100 and Russell 1000 inclusion)
Equities have wobbled in the past week pushing S&P 500 down -2.6% month to date. This is not entirely surprising given the >10% gains registered...
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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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