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Which Economy Are You Living In?
CHART OF THE DAY GOOD MORNING! A few reader emails over the past week prompted me to write again about how there are two economies...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: All eyes on Fed Chair Powell speech at Jackson Hole Friday, which we expect to be more "dovish" than markets expect
VIDEO: Equities performed well in August and while markets are on hold until Friday, we believe the case for a September cut by Fed remains...
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Crypto - Comments
Why AERO Could Still 3x from Here
DISCUSSED IN TODAY'S VIDEO:Powell’s Jackson Hole speech on Friday is major market-moving event this week. We expect some volatility into and around this event, but...
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Daily Technical Strategy
Small-caps could very well outperform SPY over the next 4 months
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN US STOCKS LIKELY WILL FACE RESISTANCE AT MARGINALLY...
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Upticks
Upticks - August 2025
Upticks - Newton's Law Source: Fundstrat UPTICKS ADDITIONSAlibaba Group Holding Ltd. (BABA -1.14% - $126.86) - Added in 8/13 Technical Strategy UPTICKS DELETIONSAntero Resources Corp. (AR -0.80% ...
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