Market Intelligence

- First to Market
- First to Market
Is Bigger Really Better?
GOOD MORNING! In the 1980s, a popular ad campaign told consumers that "owning a home of your own" was the American dream. That ad campaign was quite convincing, and in subsequent decades, home ownership was touted as a way to build wealth and achieve happiness. For many, it worked. But...
- Earnings Daily
First to Market
Back to the (Salt) Mines
GOOD MORNING! Drill, baby, drill? More like mine, baby, mine. President Donald Trump’s affinity for “beautiful” coal and promise to “bring coal back” might be...
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Earnings Daily
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First to Market
Just Like Haven(?)
GOOD MORNING! If not for Treasurys, what else would we have? Treasury yields are a legitimate proxy for the risk-free rate, and their liquidity and...
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- Earnings Daily
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 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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FSI Snapshot
Is "V" Day for Stocks Coming Soon?
A rally from the previous extended into the early part of last week before SPUTTERING OUT, DRAGGED BY AUTO TARIFFS AND A SLIDE IN CONSUMER...
Your Weekly Roadmap
V-Shaped Recovery Feasible Despite Stock Decline
Good evening, Last week's rally extended into the early part of this week before sputtering out midweek, dragged by auto tariffs and a slide in...
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