US Policy
Shutdown, China and Middle East headline week
The continued government shutdown caused by the inability of Congress to agree to a plan to fund the government for the new fiscal year, which...
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First to Market
Tech Holdings Getting Harder to Diversify
CHART OF THE DAY GOOD MORNING! Some of the biggest stock-related headlines last week involved the announcement that AMD had secured a long-term deal to...
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Signal From Noise
Are We On An AI Merry-Go-Round? Here’s My Take.
Once-in-a-generation amount of circular investments into artificial intelligence are like a merry-go-round right now. Investors, much like kids, are jumping over backwards for a ride....
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Crypto - Comments
Trade War Back on the Menu, Patience Is Warranted
DISCUSSED IN TODAY'S VIDEO:Trump’s comments on China and the subsequent 100% tariff announcement triggered a broad risk-off move. Equities, crypto, and crude fell sharply while...
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Your Weekly Roadmap
Revived Trade Tensions Precede Late-Week Dip
Good evening, For close to half a year, Fundstrat Head of Research Tom Lee has been referring to the V-shaped rally we've experienced since April...
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Daily Technical Strategy
"Shot across the Bow" looks important for Crude, Treasuries, VIX and likely Equities
NEAR-TERM TRENDS ARE BEING TESTED AFTER SPX’S BREAK OF 6700 ON FRIDAY, AND ANY VIOLATION OF LATE SEPTEMBER LOWS OF 6569 SHOULD RESULT IN THE...
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