First Call March 25, 2020

First Call March 25, 2020

S&P futures down 0.9%, reversing earlier strength after US equities bounced sharply on Tuesday with the Dow posting its biggest one-day gain since the Great Depression and the S&P up the most since October 2008. Asian markets rallied overnight with Japan the...
Face Ripper

Face Ripper

I have nightmares from the term "Face Ripper rally" Today's action is positive despite a little pullback mid day but tomorrow we need to see another up day The S&P has not had an absence of back to back up days for the longest period I think ever I'm doing a...
First Call March 24, 2020

First Call March 24, 2020

S&P futures up 4.75% after hitting 5% limit up earlier. It comes after US equities sold off again on Monday. Asian markets sharply higher overnight with South Korea and Japan among the standouts, up over 8.5% and 7.0%, respectively. European markets also rallying....
Macro Focus Webinar With Friends

Macro Focus Webinar With Friends

We are doing a webinar today with panelists: Grant Williams, Julian Brigden, Tony Greer, Dave Newman, and Teddy Vallee. If you can't make it we will send out a replay shortly after. You are invited to a Zoom webinar.When: Mar 23, 2020 04:00 PM Eastern Time (US and...
Macro Focus Webinar With Friends

Whatever It Takes

A little chat on the Fed and US Government stimulus measures This will take a little time to get into the system and it should stabilize markets albeit there still is a lot of risks The positioning has turned very bearish as I've never seen after in January funds were...