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Earnings Daily
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First to Market
How Trump-Cook Drama Actually Reaffirms Fed’s Independence
CHART OF THE DAY GOOD MORNING! President Trump said he fired Federal Reserve Governor Lisa Cook late Monday night. I thought Tuesday’s mood was for...
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First Word
NVDA is flat into quarterly results (Wed after close), the first time since August 2022 = positive risk/reward. Equities still attractive here.
VIDEO: NVDA reports quarterly results after the close Wed. The stock has been flat for the past 4 weeks, reflecting investor apprehension into results. Thus,...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: NVDA is flat into quarterly results (Wed after close), the first time since August 2022 = positive risk/reward. Equities still attractive here.
VIDEO: NVDA reports quarterly results after the close Wed. The stock has been flat for the past 4 weeks, reflecting investor apprehension into results. Thus,...
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Crypto - Comments
Fed Path Unchanged, Crypto Rebounds, Solana Setup Strengthens
DISCUSSED IN TODAY'S VIDEO:FED STILL ON COURSE: Cook controversy didn’t move markets. September cut (~25 bps) remains the base case with policy skewing more accommodative through...
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