Macro Minute Video
Video: Macro Minute: The two winning trades in August so far are small-caps IWM and ethereum ETH. And no, neither is in a bubble
VIDEO: Equities are having a good month so far and the two winning trades have been Small-caps IWM 1.31% up +5% and Ethererum ETH +28%. ETH...
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Daily Technical Strategy
Chinese Equities appear more bullish after M1 gains
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN US STOCKS LIKELY WILL FACE SOME MEANINGFUL RESISTANCE...
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First to Market
How Long Is This Going to Take?
CHART OF THE DAY GOOD MORNING! Below is a picture of me and countless other investors, strategists, and economists waiting for tariffs to show up...
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First Word
Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print
VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus. Additionally, we...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print
VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus. Additionally, we...
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