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Crypto - Comments
Miners Surge, Credit Downgrade Hits, and BTC Options Look Cheap
Bitcoin miners rallied on AI demand and short covering. Moody’s downgraded the US credit rating. BTC held firm, and with implied volatility hitting 12-month lows,...
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Your Weekly Roadmap
Stocks Rally So Hard It Forces Investors to Feel FOMO
Good evening, This week could have hardly gone any better for stocks. Investors got some much-awaited relief on the U.S.-China trade deal front, helping the...
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Intraday Alert
MARKETING DECK: Looking ahead to 2026 argues for P/E expansion
OFF-SIDES: 5 REASONS INVESTORS ARE OFF-SIDESRECESSION COMING = SELL USA EQUITIESSUPPLY CHAIN HIT = SHORT US CYCLICALS & SMALL-CAPSVIX SURGE = INSTITUTIONS FORCED TO DE-RISKEND...
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US Policy
Bad Day for Big Bill
The House Budget Committee met Friday morning to approve President Trump’s “Big, Beautiful Bill,” and it was voted down. Four of the most conservative Republicans in...
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First to Market
The Privatization of Retirement?
GOOD MORNING! The quest to get retail investors into private equity took a major leap this week: Empower, a major provider of 401(k) solutions, announced...
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Earnings Daily
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