Macro Minute Video
Video: Macro Minute: 5 reasons we still expect a YE S&P 500 rally to 7,000-7,300
Video_: _We discuss how this selloff of 6% the Oct highs is actually pretty routine. And we list the 5 arguments for why stocks rally...
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US Policy
Slow Holiday Week in Washington
With Congress out and President Trump heading to Mar-a-Lago for Thanksgiving, it is expected to be a slow week in Washington. That comes after a...
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First to Market
Forget the Trump and Fed Put. How About the Nvidia Put?
CHART OF THE DAY GOOD MORNING! I know we are all well aware that our lives hang on the success and failure of Nvidia, but...
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Earnings Daily
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Signal From Noise
Nvidia’s Faltering Make You Nervous? These AI Plays Can Fill The Gap.
You know the big semiconductor names: Nvidia, AMD, Intel, Qualcomm, Samsung. These are the fabless chip companies leading the charge into the age of AI...
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Daily Technical Strategy
Insurance stocks and Homebuilders both have appeal in the weeks ahead
MARKETS REMAIN IN A TRICKY SPOT HEADING INTO THANKSGIVING WEEK, AND TODAY’S BOUNCE FAILED TO SHOW SUFFICIENT IMPROVEMENT TO THINK A LOW OF ANY MAGNITUDE...
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