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Earnings Daily
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Signal From Noise
Mall Things Considered – the K-Shaped Economy Hits the Food Courts
Readers of a certain age will remember a time when the local mall was the epicenter of not just local retail commerce, but youth social...
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Daily Technical Strategy
Temporary push back to new highs looks to be underway
THE LATE WEEK RALLY LOOKS TO HAVE GOTTEN THE SHORT-TERM PUSH BACK TO NEW HIGHS BACK ON TRACK FOLLOWING THE SCOTUS RULING ON TARIFFS. HOWEVER, MAKE...
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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 Unfazed
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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