Macro Minute Video
Video: Macro Minute: 5 reasons current market is more akin to "new bull market" rather than late cycle.
VIDEO: While there might be turbulence in the next few days given steel tariff increases and Ukraine attacks, we discuss 5 reasons we believe we...
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Signal From Noise
Can Trump Force the Unraveling of Apple’s Golden Supply Chain?
It's not unheard of for a martial artist to discover (to his chagrin) that his size, power, and/or speed – attributes traditionally regarded as advantages...
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Daily Technical Strategy
Best SPX month of gains since May 2023 bodes well for further progress
SHORT-TERM TRENDS IN US EQUITIES REMAIN BULLISH, AND DESPITE SOME SLOWING IN THE BREADTH AND MOMENTUM THAT HAS TAKEN PLACE IN THE LAST FEW WEEKS,...
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Your Weekly Roadmap
Stocks Still in V-Shaped Recovery As Courts Weigh Trump Tariffs
Good evening, Despite lackluster trading activity on the last trading day of May, it was a good week and a good month for stocks. The...
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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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