Latest Research
Macro Minute Video
Video: Macro Minute: Heavy week for 3Q25 EPS earnings. Polymarket shows expectations rising for "softer" Sept CPI reading.
Video_: _Sept Core CPI is reported this Friday. The first govt "macro report" since the shutdown started, which means investors will put a lot of...
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Crypto - Comments
Galaxy Building a "Two-Headed Monster" as Gold Cracks and BTC Attempts to Rebound
DISCUSSED IN TODAY'S VIDEO:Galaxy Digital reported a standout quarter with adjusted EPS of $1.12 vs. $0.30 expected, driven by record trading volumes, strong M&A activity,...
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Daily Technical Strategy
Breakdown in the Momentum trade worth paying attention to
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND I ANTICIPATE A SHARP RALLY TO FINISH THE MONTH OF OCTOBER AFTER AN INTERESTING PERIOD OF SECTOR ROTATION...
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First to Market
Why I Think The Credit Markets Are OK After A Recent Explosion
CHART OF THE DAY GOOD MORNING! A key premise of the market is that those who invest in stocks are optimists. They buy shares in...
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Earnings Daily
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Crypto - Comments
DXY Signal Turning Bullish as Credit Relief Sets the Stage for a Crypto Rally
DISCUSSED IN TODAY'S VIDEO:Credit and funding stress are easing as spreads tighten and regional banks rebound.Crypto underperformed equities today, but moves in the DXY point...
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