Latest Research
Macro Minute Video
Video: Macro Minute: Leadership YTD in markets comes from Bitcoin and AI. Pullbacks remains shallow, in our view, due to continued market skepticism
VIDEO: The resilience of equities reflects both the improving visibility of tariffs, geopolitical and inflation and also negative skepticism by investors and the resulting short...
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Daily Technical Strategy
Super Granny & Super SMID picks for June
Below is a technical write-up of June’s Super Granny and Super SMID stocks GRANNY SHOTS - SUPER GRANNIES - These stocks look like some of...
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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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Featured Research
Washed Out Stocks
