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First to Market
Can Tacos Without The Meat And Toppings Be Called Tacos?
CHART OF THE DAY GOOD MORNING! It’s only been 22 days into the new year, yet the market events of this week make it feel...
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Earnings Daily
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Crypto - Crypto Strategy
Tactical Window Narrowing, Temporary Relief Valves Emerge
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat THE BREAKDOWN Entering January, my view on crypto was still measured from a cyclical perspective, but tactically constructive....
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Macro Minute Video
Video: Macro Minute: Greenland standoff de-escalates = good as VIX and MOVE Index fall. Nov Core PCE out Thu am and will likely support further Fed cuts
Video_: _The Greenland situation quickly de-escalated, which is a good thing. And as we look at the remainder of the week, there are some key...
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Daily Technical Strategy
Encouraging bounce, and odds favor that lows could be in
NEAR-TERM EQUITY TRENDS LOOK TO HAVE STABILIZED FOLLOWING THE MINOR TWO-DAY SEVERE SETBACK THAT RESULTED IN ABOUT A 38.2% ERASURE OF THE GAINS SINCE LAST...
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First to Market
Who Wins In An America First Approach?
CHART OF THE DAY GOOD MORNING! Investors across the globe are quickly realizing the era of TACO might be over and they’re running out of...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Greenland and JGB (Japan) rattle markets, but VIX and MOVE Index barely budge = buy the dip
Video_: _We discuss the 5 reasons President Trump may want Greenland as a US territory. But we believe the bigger force behind the decline today...
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Crypto - Comments
Tactical Opportunity Narrowing
DISCUSSED IN TODAY'S VIDEO:SPOT BUYING NOT TRANSLATING INTO PRICE STRENGTH: Strategy acquired approximately $3.4B OF BTC over the past two weeks, yet Bitcoin failed to sustain momentum above ~$95K,...
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Daily Technical Strategy
Quick decline has neared support in SPX, QQQ, and RSP
NEAR-TERM EQUITY TRENDS SUFFERED SOME MINOR TREND DETERIORATION IN BOTH SPX AND QQQ, WHICH NEEDS TO BE RECOUPED RIGHT AWAY TO HELP REPAIR RECENT UPTRENDS...
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