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Head of Research
VIDEO: We discuss that a Trump "put" is in place supporting markets over the next 4 years. Thus, while markets might get rattled by delays...
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VIDEO: This weekend tweet by Elon Musk highlights that X. com will likely play a prominent role in the next 4 years. Also, Probabilities favor a rally...
VIDEO: We wonder if markets are pricing in a local peak in "inflation hawkishness" and Friday's retail sales could reverse that. That would be dovish, which...
VIDEO: We discuss how the internals of the October CPI were better than the headlines. Additionally, Bitcoin has been the strongest asset performer since election...
VIDEO: Oct CPI released Wed is the most important macroeconomic data point this week. There is a possibility used car prices pressure higher Oct CPI,...
VIDEO: As we noted recently, we see liquidity dynamics leading into year-end. We look at specific sectors and trade ideas into year-end, including bitcoin-related equities....
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