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First to Market
Micron Shares Are Ripping. But How Long Can The Rally Continue?
CHART OF THE DAY GOOD MORNING! The AI trade has diverged this year, with the Magnificent Seven taking a backseat with their lukewarm performance this...
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Signal From Noise
Magnets, Megawatts, and Monarchs: a Partial New Tech Roundup of 2025
The final December issue of _Signal From Noise_ is always devoted to scientific and technological advances that caught our attention throughout the year – innovations...
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Daily Technical Strategy
Tech rally sufficient to keep the Holiday-rally dream alive
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND THIS WEEK’S TECHNOLOGY RALLY ON BLOWOUT EARNINGS FROM MU AND A SURPRISINGLY LOW CPI GAVE SOME CONVICTION...
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Your Weekly Roadmap
Stocks See Improved Breadth as They Edge Up for the Week
Good evening, Stocks have been largely flat of late, with the S&P 500 creeping up ever-so-slightly this week and the Nasdaq Composite showing similarly modest...
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US Policy
Congress Goes Home
Congress ended 2025 with no exit strategy to avoid another government shutdown on Jan. 30 and no plan to resurrect the ACA/Obamacare tax credits and other benefits that expire...
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First to Market
Our Favorite Comments From You
CHART OF THE DAY GOOD MORNING! We tried something new this year. We asked you to write in with your thoughts, and we’re so very...
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Crypto - Comments
CPI Confirms Disinflation, But Crypto Still Fights the Tape, Why the Mid-70k's is An Interesting Level
DISCUSSED IN TODAY'S VIDEO:INFLATION COOLING FASTER THAN EXPECTED: CPI came in below expectations, and market-based measures suggest inflation expectations remain well anchored, increasing the likelihood the...
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Daily Technical Strategy
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Upticks
Upticks - December 2025
Upticks – Newton’s Law Source: Fundstrat, Bloomberg UPTICKS ADDITIONSCSX Corp. (CSX 0.11% - $36.50)GE Vernova (GEV 0.54% - $614.19)Ulta Beauty (ULTA 2.62% -$585.98)AppLovin Corp. (APP 1.75% - $657.13)Huntington Ingalls (HII 5.60% - $321.29) UPTICKS DELETIONSStride...
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First to Market
Pot Stocks Are Flying High Once Again
CHART OF THE DAY GOOD MORNING! President Trump said he is considering reclassifying marijuana as a less-regulated drug, setting off fireworks in an otherwise dull...
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