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Earnings Daily
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Macro Minute Video
Video: Macro Minute: As we enter final week of Feb, it still feels like a bear market, but we expect March recovery in equities
Video_: _February has felt like a bear market as only Gold rose, while stocks, bitcoin and software all sank. We continue to view the selling...
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Daily Technical Strategy
Despite Financials breaking down, indices still holding up
THIS PAST WEEKEND’S DISCUSSION OF A POSSIBLE 15% TARIFF FOLLOWING THE SCOTUS RULING COINCIDED WITH A SHARP DETERIORATION IN BOTH FINANCIALS AND RETAIL WITHIN CONSUMER...
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Crypto - Comments
Risk-Off Pressure, Miner Supply Re-Emerges, and Defining Downside Clusters
DISCUSSED IN TODAY'S VIDEO:RISK-OFF TONE LED BY GROWTH EQUITIES. Crypto began selling off Sunday night, effectively front-running a broader risk-off move across equities. The decline...
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US Policy
State of the Union Speech This Week
A busy week upcoming in Washington with President Trump’s first State of the Union address of his second term. Congress also returns from a weeklong President’s Day break to face the fallout...
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First to Market
The Trade War isn't Over. Here’s Why Stocks Rallied Friday.
CHART OF THE DAY GOOD MORNING! Stocks finished higher Friday in a volatile trading day after the Supreme Court’s 6-3 decision to strike down tariffs...
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Earnings Daily
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Signal From Noise
Mall Things Considered – the K-Shaped Economy Hits the Food Courts
Readers of a certain age will remember a time when the local mall was the epicenter of not just local retail commerce, but youth social...
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Daily Technical Strategy
Temporary push back to new highs looks to be underway
THE LATE WEEK RALLY LOOKS TO HAVE GOTTEN THE SHORT-TERM PUSH BACK TO NEW HIGHS BACK ON TRACK FOLLOWING THE SCOTUS RULING ON TARIFFS. HOWEVER, MAKE...
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Crypto - Crypto Strategy
Tactically Constructive, Strategically Cautious
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat SUPREME COURT RULING’S IMPACT ON CRYPTO: MARGINALLY POSITIVE, NOT A GAMECHANGER WHAT HAPPENEDThe Supreme Court struck down the...
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