Signal From Noise
Can Trump Force the Unraveling of Apple’s Golden Supply Chain?
It's not unheard of for a martial artist to discover (to his chagrin) that his size, power, and/or speed – attributes traditionally regarded as advantages...
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Daily Technical Strategy
Best SPX month of gains since May 2023 bodes well for further progress
SHORT-TERM TRENDS IN US EQUITIES REMAIN BULLISH, AND DESPITE SOME SLOWING IN THE BREADTH AND MOMENTUM THAT HAS TAKEN PLACE IN THE LAST FEW WEEKS,...
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Your Weekly Roadmap
Stocks Still in V-Shaped Recovery As Courts Weigh Trump Tariffs
Good evening, Despite lackluster trading activity on the last trading day of May, it was a good week and a good month for stocks. The...
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First Word
Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Crypto - Comments
Crypto Lags Equities Again, Should You Be Worried?
In today’s update, we break down crypto’s underperformance relative to equities, highlighting a key correlation rollover that has historically signaled major market turning points. While...
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Macro Minute Video
Video: Macro Minute: Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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