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Everything is an Emergency These Days. Maybe Even Housing.
CHART OF THE DAY GOOD MORNING! A series of vicious circles have kept housing prices high in recent years, and over the Labor Day weekend,...
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Macro Minute Video
Video: Macro Minute: Our contrarian view is September will be an "up" month due to Fed cutting ala 1998 and 2024
VIDEO: While consensus is concerned September is a down month due to seasonals and the risk of a rising VIX, we think the best roadmap...
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Crypto - Comments
SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus
DISCUSSED IN TODAY'S VIDEO:Gold’s breakout to all-time highs reinforces our constructive crypto view, as gold strength has historically preceded BTC ralliesMSTR inclusion in the S&P...
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Daily Technical Strategy
Minor pullback doesn't represent a meaningful reversal for Equities, yet
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES AND RECENT UNDERPERFORMANCE IN TECHNOLOGY HAS NOT RESULTED IN US EQUITIES SHOWING MUCH WEAKNESS, DESPITE...
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US Policy
Congress Returns, Fed Tensions
After a month-long break, Congress returns this week with only three weeks in session to pass legislation that avoids a government shutdown on Oct. 1....
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Macro Minute Video
Video: Macro Minute: The last time Fed was on "pause" and started cutting in Sep was 1998 and 2024. Both saw strong YE rallies
VIDEO: August is finishing on a solid note with equities up 2%. We are watching 5 things in September, but the most important is the...
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