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First to Market
The Protein Trade Keeps Winning
CHART OF THE DAY GOOD MORNING! Last April, the meat-processing giant Cargill noted that 61% of U.S. consumers reported increasing their protein intake in 2024,...
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Signal From Noise
Beyond Quantum Supremacy: a Look at the So-Called Quantum-Stock Gold Rush
“_Quantum mechanics is counterintuitive. Its logic is very different from the logic we experience in our everyday life._" – Michel Devoret, Nobel Laureate in Physics...
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Your Weekly Roadmap
Stocks Burst Out of The Gate to Start January
Good evening, Stocks built on their advances from last year to rally to records in the new year, trudging higher despite rising geopolitical tensions with...
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Daily Technical Strategy
Homebuilders, Crude Oil, and QQQ all break out to finish on a high note
NEAR-TERM EQUITY TRENDS ARE BULLISH, AND THE WEEK CLOSED WITH A NOTABLE BREAKOUT IN QQQ AS BOTH AAPL, TSLA REBOUNDED WHILE SEMICONDUCTOR AND SEMI-CAP EQUIPMENT...
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US Policy
House GOP Splits on Obamacare
In the first real legislative setback for President Trump, 17 House Republicans joined all the House Democrats to vote in favor of a three-year restoration...
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First to Market
Trump Targets Wall Street Homeowners
CHART OF THE DAY GOOD MORNING! For some time, housing inflation has remained stubbornly above overall headline inflation, and housing prices have continued to climb...
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Daily Technical Strategy
Technical Writeups of Top Stocks within Tom Lee’s Large-cap/SMID Core list
NEAR-TERM EQUITY TRENDS ARE BULLISH, AND IT’S EXPECTED THAT QQQ WILL SOON BREAK OUT TO JOIN THE MOVE BACK TO NEW HIGHS, WHICH HAS BEEN...
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First Word
January 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
PLEASE JOIN US TOMORROW AT 2PM ET FOR OUR MACRO UPDATE & TOP STOCK IDEAS WEBINAR REGISTER HERE. ________________________________________________ TO DOWNLOAD THE SLIDE DECK FOR OUR...
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Crypto - Comments
Tactical Setup Remains Intact as the White House Engages in Quasi-QE and a Supreme Court Decision Nears
DISCUSSED IN TODAY'S VIDEO:The administration’s directive for Fannie Mae and Freddie Mac to purchase $200B of MBS reinforces a highly stimulative policy stance, functionally resembling...
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First to Market
Should Consumers Be Able to Invest in Their Own Debt?
CHART OF THE DAY GOOD MORNING! The last time we addressed the concept of circularity in the context of investing, we were discussing AI –...
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