First to Market
Could Expanded M&A Activity Revive Value?
CHART OF THE DAY GOOD MORNING! After Donald Trump won re-election in 2024, many observers – including Head of Research Tom Lee – anticipated that...
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Macro Minute Video
Video: Macro Minute: 6 blessings we are thankful for in 2025. And why the setup remains positive for Dec
Video_: _There are 6 blessings we are thankful for in 2025 and we think many of these carry over into 2026. Thus, we continue to...
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Crypto - Comments
Could January See a Tactical Bounce for Crypto?
DISCUSSED IN TODAY'S VIDEO:STRATEGY DIVIDEND RISK IS EFFECTIVELY ELIMINATED – Strategy’s $750M equity sale was used to build U.S. dollar reserves, now covering ~32 months of...
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Daily Technical Strategy
Both “Mag 7” ETF, and Gold break out, while VIX reaches lows of year
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND THE BREAKOUT IN MAGS 0.64% (ROUNDHILL MAGNIFICENT 7 ETF) HELPS BOLSTER THE IDEA THAT MARKETS LIKELY WILL FINISH...
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First to Market
Micron Shares Are Ripping. But How Long Can The Rally Continue?
CHART OF THE DAY GOOD MORNING! The AI trade has diverged this year, with the Magnificent Seven taking a backseat with their lukewarm performance this...
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Signal From Noise
Magnets, Megawatts, and Monarchs: a Partial New Tech Roundup of 2025
The final December issue of _Signal From Noise_ is always devoted to scientific and technological advances that caught our attention throughout the year – innovations...
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Daily Technical Strategy
Tech rally sufficient to keep the Holiday-rally dream alive
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND THIS WEEK’S TECHNOLOGY RALLY ON BLOWOUT EARNINGS FROM MU AND A SURPRISINGLY LOW CPI GAVE SOME CONVICTION...
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Your Weekly Roadmap
Stocks See Improved Breadth as They Edge Up for the Week
Good evening, Stocks have been largely flat of late, with the S&P 500 creeping up ever-so-slightly this week and the Nasdaq Composite showing similarly modest...
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US Policy
Congress Goes Home
Congress ended 2025 with no exit strategy to avoid another government shutdown on Jan. 30 and no plan to resurrect the ACA/Obamacare tax credits and other benefits that expire...
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First to Market
Our Favorite Comments From You
CHART OF THE DAY GOOD MORNING! We tried something new this year. We asked you to write in with your thoughts, and we’re so very...
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