Latest Research
First to Market
Private Markets Are Desperate
GOOD MORNING! The allure of investing in private markets is bigger than the returns itself. Long touted by alternative asset management firms for their higher...
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First Word
Monday positive reversal from -1% open is a good sign. Also encouraging to see $TSLA $MSTR #BTC outperform since 3/13/25
VIDEO: The positive reversal Monday is encouraging but there remains quite a bit of uncertainty ahead. What is notable is that several of MAG7 have...
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Crypto - Comments
Waiting for Tariff Day
In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the...
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Macro Minute Video
Video: Macro Minute: Monday positive reversal from -1% open is a good sign. Also encouraging to see $TSLA $MSTR #BTC outperform since 3/13/25
VIDEO: The positive reversal Monday is encouraging but there remains quite a bit of uncertainty ahead. What is notable is that several of MAG7 have...
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US Policy
Special Election, Tariffs, and Budget Actions on Tap
The political world is looking at the special election to be held on Tuesday to fill the seat of Republican House Representative Mike Waltz, who...
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First to Market
How to Stop Rage Selling
CHART OF THE DAY GOOD MORNING! The recent stock declines and overall anxiety about economic growth has many stomachs churning and hearts palpitating. Understandably so,...
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