US Policy
China, Big Bill, And Debt Ceiling Top Agenda
Over the weekend, Treasury Secretary Scott Bessent and U.S. Trade Representative Jamieson Greer met with representatives of China in Switzerland. It may be a sign...
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First to Market
Tariffs in Flight
GOOD MORNING! It's no secret that 2024 was quite a challenging year for Boeing. The aerospace giant nevertheless managed to secure major orders in the second...
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First Word
Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Positive developments over weekend further add to positive risk/reward for stocks. Bitcoin and Ethereum also positive leading indicators.
VIDEO: We continue to argue risk/reward remains positive for stocks, despite shockingly negative sentiment. Weekend news was positive. Please click below to view our Macro Minute (duration:...
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Crypto - Crypto Strategy
ETH Finally Makes a Move Ahead of Pivotal Weekend
CORE STRATEGY Source: TradingView, Fundstrat While there is no need to “panic chase,” ETH likely begins trading better from here. We should start considering ETH...
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