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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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Macro Minute Video
Video: Macro Minute: Sept Core CPI likely to be interpreted as 'dovish' by markets. And collapse of High Beta Momentum in past week points to 97% probability of rally into YE
Video_: _The collapse of high beta momentum in the past week is often a sign of a local low. Since 2005, a decline of more...
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Daily Technical Strategy
NVDA turning up into early November should be a positive for "Mag 7", SPX and QQQ
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND I ANTICIPATE A SHARP RALLY TO FINISH THE MONTH OF OCTOBER AFTER AN INTERESTING PERIOD OF SECTOR ROTATION...
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First to Market
Meme Stocks Seeing Highest of Highs, Lowest of Lows
CHART OF THE DAY GOOD MORNING! Meme stocks are back with a new generation of picks. The poster child for the new craze is Beyond...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Market sees widespread derisking as dual risks of private credit and China-US tensions = no mas. But HY shows limited concern = buy the dip
Video_: _Today was a widespread derisking day, and momentum stocks have fallen -15% in 6D, the worst performance since early 2022. But to us, this...
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