Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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Upticks
Upticks - July 2025
Upticks - Newton's Law Source: Fundstrat, Bloomberg UPTICKS ADDITIONSFirst Solar Inc. (FSLR 2.37% - $184.21) - Added in 7/2 Technical StrategyCelestica (CLS 3.81% - $165.20)Trane Technologies (TT 2.24% -...
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Crypto - Crypto Strategy
Liquidity Still Supportive, Despite Whale-Induced Drag
CORE STRATEGY Source: TradingView, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat WHALE GAMES Last week, shortly after BTC hit a new all-time high of $123k,...
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US Policy
Powell in Spotlight, Tariffs, and Epstein
President Donald Trump went to the Federal Reserve on Thursday to take a tour with Fed Chair Jerome Powell of the massive renovation of the...
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First to Market
Keep Your Private Assets Out of My 401(k)
CHART OF THE DAY GOOD MORNING! Everyone’s answer to the question of whether a 401(k) is the place for risky investment strategies is varied. Some...
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First Word
S&P 500 up 2.6% in July so far. Next week big macro (FOMC, jobs, tariffs) but we expect stocks to finish July strong.
VIDEO: July is already up nearly 3% and we think stocks will finish July strong. Seasonally, July is a favorable month and 2025 is certainly...
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