Latest Research
First to Market
You Blinked. The S&P 500 Is Back Near All-Time Highs.
CHART OF THE DAY GOOD MORNING! The stock market just loves to prove investors wrong time and time again. Just a few months ago, some...
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First Word
In our view, tariffs are more a "tax" and therefore not inflationary. Powell giving "glimpses" of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Macro Minute Video
Video: Macro Minute: In our view, tariffs are more a “tax” and therefore not inflationary. Powell giving “glimpses” of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Crypto - Comments
Greater Equity Participation Suggests Crypto Upside Ahead
Broadening participation in the equity rally, falling yields, and a sliding VIX point to a risk-on backdrop that could lift Bitcoin and altcoins. In today’s...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ 0.09% AS OF TUESDAY’S CLOSE, ^SPX -0.08% WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ 0.09% ...
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First to Market
The Dollar is a Weapon. America is Losing Control of It.
CHART OF THE DAY GOOD MORNING! War could very well be brewing in the air, but that seems to no longer be enough to get...
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