First Word
September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Macro Minute Video
Video: Macro Minute: September Top Stock Ideas and Super SMID Granny Technicals. 3 facts drive bigger picture into YE = stay on target.
VIDEO: Sept is coming to a close and its been a surprisingly strong month. It is a reminder that 2024 has been a very strong...
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Macro Strategy
Video: Macro Minute: 3Q24 EPS season: inflation falls by half, yet "real" revs growth accelerates. 3 reasons this is positive. Newton warns market technicals less attractive in November.
VIDEO: third-quarter earning season is delivering better quality results than many realize because real revenue growth is accelerating. Also, Mark Newton is warning that technicals are...
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First Word
3Q24 EPS season: inflation falls by half, yet "real" revs growth accelerates. 3 reasons this is positive. Newton warns market technicals less attractive in November.
VIDEO: third-quarter earning season is delivering better quality results than many realize because real revenue growth is accelerating. Also, Mark Newton is warning that technicals are...
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Macro Minute Video
Video: Macro Minute: On Eve of election day, still a "coin toss" coming down to 2 factors: senior women vote and overall turnout. Nate Silver model shows it comes down to PA
VIDEO: The Iowa Selzer poll, creating large ripples in polls, shows senior women likely swing factor in this election. This is 33% of the registered...
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Crypto - Comments
Crypto Setup Remains Compelling as Trump’s Momentum Builds and Yields Top
In this video, we discuss how the local tops in oil and real yields, along with Trump’s accelerating momentum, are driving the current bullish market...
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Crypto - Comments
MKR & HNT Lead Alts, Positive Data on Mon & Tues Boosts CPI Optimism for Wed
MKR surged, driven by the ETH rally and Grayscale’s MKR trust launch, reinforcing its position as our preferred ETH-adjacent alt ahead of MKR End Game....
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Crypto - Comments
Buy the DeepSeek Dip
In today's video, we do our best "AI Expert" impression, explore how increased model efficiency impacts BTC miners, dive into the intersection of crypto and...
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Crypto - Comments
Trimming Big Winners, Major Policy Victory, and a Potential Catalyst on Deck
Discussed in today's video:STRATEGY UPDATES: Took profits on SBET (4x gain) and BONK (~75% short-term rally). Removed Jito due to overhang from unlocks. Maintained HNT ahead...
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Macro Minute Video
Video: Macro Minute: Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.
VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500. So far, this has been...
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