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Macro Minute Video
Video: Macro Minute: Feud between Trump/Musk trigger mild de-risking but we view as transitory. Similarly, the sell-off in Tesla $TSLA is overdone.
VIDEO: The dispute escalated quickly between Trump and Musk. We discuss why the book "The Hypomanic Edge" explains a lot of what we are seeing....
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Crypto - Comments
Circle: Challenging Economics, Compelling Stablecoin Trade
Stocks and crypto whip on talk of a Trump-Xi meeting and a Musk budget blast while Circle’s IPO rockets out of the gate. We unpack...
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Daily Technical Strategy
What cycles say for both Silver and TSLA
SHORT-TERM TRENDS IN US EQUITIES REMAIN BULLISH, AND FOLLOWING THIS WEEK’S BREAKOUT NOW LIE WITHIN STRIKING DISTANCE OF ALL-TIME HIGHS. WHILE A RALLY OVER FEBRUARY PEAKS...
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First to Market
AI Meets the State of Play
CHART OF THE DAY GOOD MORNING! As the old saying goes, politics make strange bedfellows. While discussing the effect of RealPage on national apartment-rental prices...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Economic data highlights US economy holding up better than expected, particularly Biege book details. Still "most hated" V-shaped rally
VIDEO: The incoming economic data was mostly favorable. It highlights a US economy still expanding, evidenced by the Beige Book. And there seems to be...
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