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Signal From Noise
A Chip on Every Shoulder: The Race to Onshore Fabrication
“In the future, the world will be divided into two groups: those that can supply semiconductors and those that only receive them. Those are the...
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Daily Technical Strategy
Breakouts in SPX, QQQ, DJIA should fuel market into November
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND FRIDAY’S BREAKOUTS ACROSS THE BOARD IN SPX, QQQ, AND DJIA SHOULD FUEL MARKETS HIGHER INTO NOVEMBER. I ANTICIPATE...
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Crypto - Crypto Strategy
Who’s Been Selling All the Coins?
TOKEN & EQUITY PORTFOLIOS Source: Artemis, Fundstrat Source: TradingView, Fundstrat OLD WHALES & NEW BUYERS It seems like every other week, we are greeted with...
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Your Weekly Roadmap
S&P 500 Closes Right Below 6,800, Setting a New Record
Good evening, Investors have been nervous and uncertain in the past two weeks. At our weekly research huddle, Fundstrat Head of Data Science Ken Xuan...
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US Policy
Shutdown and China in spotlight
The government shutdown continues for another week, but cracks in the Democratic opposition to open the government are beginning to show. On Thursday, two more...
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First to Market
From Gutenberg to Sora: The Real Reason Why Entertainment Giants Should Be Worried
CHART OF THE DAY GOOD MORNING! Technologies often have a democratizing effect. On Oct. 16, Federal Reserve Gov. Christopher Waller discussed this, comparing the impact...
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