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  • VIDEO FLASH: Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024

    VIDEO FLASH: Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024

    Tue, September 2, 2025 | 10:05PM ET
  • SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus

    SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus

    Tue, September 2, 2025 | 9:55PM ET
  • Minor pullback doesn't represent a meaningful reversal for Equities, yet

    Minor pullback doesn't represent a meaningful reversal for Equities, yet

    Tue, September 2, 2025 | 8:09PM ET
Tue, September 2, 2025 | 10:05PM ET
Thomas Lee, CFA

Thomas Lee, CFA AC

Head of Research


VIDEO FLASH: Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024

VIDEO: While consensus is concerned September is a down month due to seasonals and the risk of a rising VIX, we think the best roadmap is the Fed has been on hold all year and cutting in September.Β  This will be positive for stocks

More in today’s Macro Minute video linked here (duration: 4:33).

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