First to Market
Animal Spirits Meet Their Match: Earnings Season
CHART OF THE DAY GOOD MORNING! The stock market is doing good. Great, in fact. The S&P 500 has climbed to highs eight times this...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: This week's June Core CPI and 2Q25 EPS season are likely the positive catalysts to push S&P 500 to upside breakout... following Bitcoin surge
VIDEO: Bitcoin has been leading the S&P 500 by about a month. And the recent upside breakout in Bitcoin bodes well for S&P 500. We see the...
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Crypto - Comments
BTC Retraces Ahead of CPI, But Hard to Ignore $100B in DAT Dry Powder
Discussed in today's video:Digital Asset Treasuries (DATs) are trading at a 2.1x mNAV multiple, implying ~$100B in theoretical BTC buying power.BTC touched $123K before retracing...
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Daily Technical Strategy
No reason to distrust Financials heading into Bank earnings
SHORT-TERM TRENDS REMAIN BULLISH, AND DAILY MOMENTUM GAUGES HAVE HIT OVERBOUGHT LEVELS WHILE DEMARK EXHAUSTION COULD MATERIALIZE USING MULTIPLE METHODS WITHIN THE NEXT FEW DAYS...
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US Policy
Chair Powell, Budget, And Crypto in Spotlight
The White House is increasing the pressure on the Federal Reserve Chair Jerome Powell to either cut rates at the July meeting or leave to...
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Featured Research
Washed Out Stocks
