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Crypto - Crypto Strategy
Tactically Constructive, Strategically Cautious
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat SUPREME COURT RULING’S IMPACT ON CRYPTO: MARGINALLY POSITIVE, NOT A GAMECHANGER WHAT HAPPENEDThe Supreme Court struck down the...
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Your Weekly Roadmap
SCOTUS Tariff Rejection Leaves Investors Largely Unphased
Good evening, It was a trading week shortened by a holiday, but Friday undoubtedly made investors sit up and take notice. The S&P 500 rose...
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US Policy
Tariffs Decision, State of the Union Next Week
A great deal’s happening in Washington with the center of attention being Friday’s decision by the SCOTUS to throw out the Trump tariffs and the...
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First to Market
Every Company's Getting Into AI From Toilet Makers to Diamond Miners
CHART OF THE DAY GOOD MORNING! When international visitors to Japan head back home, the toilets are almost always a popular topic of conversation. Typically...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Private credit fears further roil markets. But we overall view this as a "wall of worry" and we continue to believe we are nearing end of downside selling
Video_: _Since 1950, when both first week of Jan is positive and the month of Jan is positive, the full year tends to be strong. ...
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Daily Technical Strategy
NVDA earnings and AAPL trend are key to watch over the next 2 weeks
EQUITY MARKETS REMAIN RANGE-BOUND OVER THE LAST FOUR MONTHS AS PART OF UNDERLYING INTERMEDIATE-TERM UPTRENDS. WHILE S&P IN EQUAL-WEIGHTED TERMS IS FAR MORE BULLISH, THE...
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Crypto - Comments
Positioning Stretched, Macro Crosscurrents Build, Crypto Showing Relative Resilience
DISCUSSED IN TODAY'S VIDEO:BROADER POSITIONING REMAINS EXTENDED. The latest Bank of America Fund Manager Survey shows cash allocations near historic lows, the second-lowest reading on...
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First to Market
Nvidia Does Some Pruning of Its AI Portfolio Bonsai
CHART OF THE DAY GOOD MORNING! Investors hoping for a preview of Nvidia's quarterly earnings (scheduled to take place in less than a week's time,...
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Earnings Daily
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