First to Market
America The Great
CHART OF THE DAY GOOD MORNING! Today is perhaps the second most important day of my life, with the first being the day I got...
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Crypto - Comments
AI M&A Buzz Reinforces Crypto Equity Bull Case, GLXY is One to Watch
In today’s update, we explore how Trump’s debt comments and Treasury issuance strategy highlight the growing era of fiscal dominance—a backdrop that favors Bitcoin and...
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Macro Minute Video
Video: Macro Minute: S&P 500 touches all-time high and this remains the "most hated v-shaped rally" and we see 6,600 by YE
VIDEO: S&P 500 is touching all-time highs. This is not entirely surprising since Bitcoin leads the S&P 500 by roughly one-month. What surprises us is...
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Daily Technical Strategy
NVDA breakout carries a lot of weight for SPX
SHORT-TERM TRENDS ARE BULLISH WHILE MARKET BREADTH HAS IMPROVED THIS WEEK, GIVEN THE BROADENING OUT IN SECTOR PERFORMANCE TO HELP RELIEVE TECHNOLOGY. WHILE THE SPX...
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First to Market
The Economics of Rent Freeze in New York City
CHART OF THE DAY GOOD MORNING! Zohran Mamdani made history this week when he won New York City’s Democratic mayoral primary. Only time will tell...
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Macro Minute Video
Video: Macro Minute: Leadership YTD in markets comes from Bitcoin and AI. Pullbacks remains shallow, in our view, due to continued market skepticism
VIDEO: The resilience of equities reflects both the improving visibility of tariffs, geopolitical and inflation and also negative skepticism by investors and the resulting short...
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Featured Research
Washed Out Stocks
