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US Policy
Tariffs in Spotlight, Congress Heads Home
Tariffs and the policies of President Donald Trump continue to dominate the headlines. On Friday, _Bloomberg News _reported that the Trump administration exempted "smartphones, computers, and...
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First to Market
Food Fight
GOOD MORNING! Although China has made great strides in improving agricultural productivity and output in recent decades, it is still partially dependent on imports to...
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Earnings Daily
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First Word
5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive (7:44). We...
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Macro Minute Video
Video: Macro Minute: 5 reasons the CBP actions to delay reciprocal tariffs on selected China imports are a positive development. Looking for S&P 500 5,500 near-term and we focus on "washed out" stocks
VIDEO: The actions taken on Friday evening to delay reciprocal tariffs on selected semi-conductor and smartphone products is unequivocally positive. Please click below to view...
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Crypto - Comments
We Like Adding SOL Here (Core Strategy Rebalance)
In today's Core Strategy update, we outline our growing optimism that crypto can stage a rally in the coming weeks and highlight the favorable risk/reward...
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