What happens next; What we know about some of the policies and their impact on financial markets
Video + Slides
+ Our Q3, 2024 Outlook; Market Recap: Breadth still weak; Earnings - Q2, 2024 Preview; Closing Thoughts: Bumpy Landing
Market Recap: Growth Scare; Macro: US Job Data; The Week Ahead; Calendars
A primer on AI as an investment theme
What happened; Possible Scenarios; Asset Outlooks
Market Recap: Fedspeak gets Hawkish; Macro: The Mighty Dollar; Closing Thoughts: Buy the Dip?
An in-depth guide that explores the key subsectors in cybersecurity
Market Recap: All Time High; Macro: A Second Look at CPI inflation; Closing Thoughts: We need a catalyst
Market Recap: Rebounding Market; Leanings from Earnings: The US Consumer; Closing Thoughts: Small Caps Beware
Market Recap: Mixed Messages; Macro: Stagflation; Earnings have a tougher job; Closing Thoughts: Things are not attractive!