Latest Research
First to Market
The Economics of Rent Freeze in New York City
CHART OF THE DAY GOOD MORNING! Zohran Mamdani made history this week when he won New York City’s Democratic mayoral primary. Only time will tell...
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Macro Minute Video
Video: Macro Minute: Leadership YTD in markets comes from Bitcoin and AI. Pullbacks remains shallow, in our view, due to continued market skepticism
VIDEO: The resilience of equities reflects both the improving visibility of tariffs, geopolitical and inflation and also negative skepticism by investors and the resulting short...
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Daily Technical Strategy
Super Granny & Super SMID picks for June
Below is a technical write-up of June’s Super Granny and Super SMID stocks GRANNY SHOTS - SUPER GRANNIES - These stocks look like some of...
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First to Market
You Blinked. The S&P 500 Is Back Near All-Time Highs.
CHART OF THE DAY GOOD MORNING! The stock market just loves to prove investors wrong time and time again. Just a few months ago, some...
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First Word
In our view, tariffs are more a "tax" and therefore not inflationary. Powell giving "glimpses" of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Macro Minute Video
Video: Macro Minute: In our view, tariffs are more a “tax” and therefore not inflationary. Powell giving “glimpses” of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Featured Research
Washed Out Stocks
