Crypto - Crypto Strategy
MSTR Positioned to Benefit from Potential S&P 500 Inclusion, PUMP Set to Open Strong, and a BONK Rerating is in Still in Play
CORE STRATEGY Source: Fundstrat, TradingView CRYPTO EQUITIES PORTFOLIO Note: Going forward, we will provide clients with updates on the crypto equities portfolio in the same...
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Your Weekly Roadmap
Investors Strap On For Another Week of Stock Records Before Indexes Finish Down
Good evening, Yeehaw, investors rode another week of roller-coaster moves in the stock market. The S&P 500 rose to fresh records of 6,280.46 on Thursday,...
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Crypto - Funding Fridays
Private Markets Heating Up
JUNE RECAP June was another good month for crypto funding, with $1.2 billion in total funding across 84 deals, representing a 108% MoM increase, while...
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US Policy
Budget Issues in Congress
Next week, Congress will focus on budget issues, The Senate needs to take up the White House budget rescission package, and both the House and...
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First to Market
The 90s Redux
CHART OF THE DAY GOOD MORNING! It's 1995. Young adults are strolling around in baggy bootcut jeans, tromping around in their clunky Doc Martens. Oasis...
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First Word
June Core CPI Tuesday is the most consequential day next week, since will impact on Fed timing of cuts. 2Q25 EPS season also starts next week.
VIDEO: Next week is a heavy week of macro led by June core CPI and also the start of 2Q25 earning season. The Fed is...
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Featured Research
Washed Out Stocks
