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US Policy
Tariffs and Congress Returns
It has been a week with back-and-forth headlines on tariffs. Wednesday night, a court ruled that the President doesn’t have unilateral tariff authority, only to...
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Crypto - Crypto Strategy
Is Crypto Underperformance Signaling a (Short-Term) Turning Point in the Market?
CORE STRATEGY Crypto’s recent underperformance relative to equities, coupled with a sharp BTC-SPX correlation breakdown, is a data point worth watching. We’re not rushing to...
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Crypto - Funding Fridays
Payments Shine as Funding Cools
MAY RECAP After April saw a multi-year high in monthly funding, May’s total funding cooled significantly to $553 million, while deal count held relatively steady...
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First to Market
Is Nvidia Entering its Apple Era?
"_Royalty is completely different than celebrity. Royalty has a magic all its own._" _— Philip Treacy_ CHART OF THE DAY GOOD MORNING! Undeniably, Nvidia’s a...
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First Word
Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Earnings Daily
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