The Macro Minute with Darius Dale

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Is the US business cycle heating up?

Darius explains why accelerating economic activity continues to support 42 Macro’s bullish outlook, discusses the mechanics behind the upcoming wave of AI-related IPOs, including SpaceX, and highlights how KISS and Dr. Mo help investors maximize upside capture while remaining prepared for future market regime shifts.

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  Should investors chase the pending wave of trillion-dollar IPOs?

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  Is POTUS correct to push back on Fed tightening?

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  Should the Fed tighten monetary policy?

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  It is time to take some chips off the AI table?

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  Are we in an AI stock market bubble?

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  How is the US consumer faring amid the latest adverse policy shock?

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  Will ending the Strait of Hormuz Crisis be a sell-the-news catalyst?

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  Should the Fed look through the latest inflationary supply shock?

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  Did NVIDIA $NVDA and Walmart $WMT signal enough to support a continuation …

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  Is the stock market mispriced?

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  Are investors too all in on AI?

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  Is the US economy being run too hot, Pt. III?

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  Is this the start of a correction or crash?

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  Where are we in the global liquidity cycle?

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  Is the US economy being run too hot, Pt. II?