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Markets Edge Up Despite Continued Noise from Tariffs
Good evening, This week, all eyes were on the inflation data. Headlines about CPI data, released Tuesday, refueled tariff-related worries from those already inclined to...
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US Policy
Crypto, Powell, and Epstein Dominated DC
It was a big week for crypto in DC, as House Speaker Mike Johnson made good on his promise to make this “Crypto Week” in...
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First to Market
The Economy is Not Labubu
CHART OF THE DAY GOOD MORNING! The hype is unreal. Cute, kawaii-looking dolls are out. Instead, it’s time for a “methed out Ewok”-resembling doll from...
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Earnings Daily
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Crypto - Crypto Strategy
Booking Gains on SBET, BONK, Opportunity in AERO (Core Strategy Rebalance)
CORE STRATEGY Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat BOOK SOME GAINS ON “HIGH FLYERS” A month ago, we added SBET to our...
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Intraday Alert
MARKETING DECK: P/E should likely be expanding in 2026
NEW BULL VS LATE CYCLE: 6 REASONS IN FAVOR OF “NEW BULL”US COS SURVIVED 6TH MAJOR “STRESS TEST” YET P/E LOWERINVESTMENT OUTLOOK BETTER NOW THAN...
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