Latest Research
First to Market
Meet The Fed Chair Contenders: Kevin and Also Kevin
CHART OF THE DAY GOOD MORNING! The race for who’ll become the central bank chair for the world’s largest economy was rearranged again, and in...
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Crypto - Comments
Tax-Loss Harvesting Dampens the Odds of a Santa Rally
DISCUSSED IN TODAY'S VIDEO:BTC WAS REJECTED AGAIN AT THE YEARLY OPEN (~$93.4K) as broader risk assets roll over, with crypto following and alts leading to the...
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Daily Technical Strategy
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Macro Minute Video
Video: Macro Minute: This week is a heavy data week with Nov/Oct jobs and Nov CPI, and a weak jobs moves forward Fed "put" = good
Video_: _At the halfway point for December, equity markets are flat and we still expect a year-end rally towards S&P 500 7,000-7,300. There may be...
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US Policy
Congress Pushes to Year-End Finish
Congress is scheduled to wrap up its business for 2025 this week and then head home until the new year. They face the deadline for...
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First to Market
Americans Are Eating More Costco Pizza and Pies Than Ever. What That Tells Us About The Economy.
CHART OF THE DAY GOOD MORNING! Costco’s pizza and pies are selling like hotcakes recently, but its stock still slipped. That tells us everything we...
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Technical Outlooks
2026 Technical Outlook: Expecting a choppy but positive year of consolidation
REMINDER: My 2026 Technical Outlook is tomorrow (12/15) at 2:00 PM Est. Additionally, please find my Outlook Deck attached HERE. CONCLUSION: A VOLATILE YEAR BUT...
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Daily Technical Strategy
Value has taken the lead over Growth as year comes to a close
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, BUT THE LARGE-CAP TECHNOLOGY SECTOR HAS CONTINUED TO WEIGH DOWN SPX AND QQQ, AND SHOULD BE NEARLY COMPLETE. ...
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Your Weekly Roadmap
Tech Concerns Weigh on S&P 500 Despite Fed Cut, Improved Breadth
Good evening, This week saw the final meeting of the Federal Open Markets Committee (FOMC) of the year, and the market response was positive –...
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US Policy
Congress Faces Healthcare Deadline
With one week to go before Congress leaves town for the Christmas break, the leaders are trying to find a compromise on the issue of...
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