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US Policy
Congress Goes Home, Fed Open Seat, Tariffs
Despite President Trump’s call for the Senate to cancel its August break to get his nominees confirmed, the smell of jet fumes was just too...
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First to Market
The Foundry Race Is Heating Up
CHART OF THE DAY GOOD MORNING! It is often argued that Tesla isn't really a carmaker, but rather an AI company that happens to also...
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Earnings Daily
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Crypto - Crypto Strategy
The Near-Term Setup for Crypto Appears Challenging, But Friday’s Developments Present a Compelling Bull Case for BTC (Core Strategy Rebalance)
CORE STRATEGY We will discuss changes made to our Core Strategy and Crypto Equities Portfolio at the end of today’s note. Source: TradingView, Fundstrat CRYPTO...
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Daily Technical Strategy
"Shot across the Bow" likely proves short-lived for now
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES DESPITE THE SHARP TWO-DAY DRAWDOWN THAT HAS OCCURRED HEADING INTO THE SEASONALLY BEARISH MONTH OF...
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Your Weekly Roadmap
Stock Losses Mount After Soft Jobs Report
Good evening, Stocks didn’t pull through in a challenging week. The S&P 500 tumbled 1.6% this week, its worst week since late May, while the...
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