Macro Minute Video
Video: Macro Minute: November tracking as expected, choppy first two weeks. And with govt shutdown ending, we still see 7,000 before end of month
Video_: _The longest govt shutdown in history is finally over. This is good news, restoring liquidity to markets. And this is setting the stage for...
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Daily Technical Strategy
"Two Steps Forward, One Step back"
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND MONDAY’S REBOUND HELPED TO GIVE SOME CONFIDENCE TO THE IDEA THAT LAST WEEK’S LOWS COULD, IN FACT, REPRESENT...
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US Policy
Shutdown Moves to Resolution, Election Implications
The Senate has developed a compromise that should allow the government to open this week. The compromise changes the House-passed bill that passed weeks ago...
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First to Market
Robot Armies Aren't Quite Ready for a Handoff Yet
CHART OF THE DAY GOOD MORNING! We are coming toward the tail end of apple-picking season, and doubtless some families visited nearby orchards last weekend...
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Earnings Daily
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Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
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Crypto - Crypto Strategy
Crypto Showing Signs of Seller Exhaustion as MSTR Returns to Market and Shutdown Resolution Likely Nears
CORE STRATEGY Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat LIQUIDITY & GROWTH PRESSURES PERSIST The Treasury’s need to refill its reserves has led...
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Daily Technical Strategy
An encouraging rebound but the real test is early next week
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND SPX AND QQQ SEEM TO HAVE MADE AN IMPRESSIVE BOTTOM NEAR THE LOWS OF THEIR RESPECTIVE TREND CHANNELS,...
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Your Weekly Roadmap
Stocks Turn Negative to Start November
Good evening, Investors’ unwavering exuberance for stocks over the past three straight weeks showed signs of cooling down this week. The S&P 500 declined 1.6%,...
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Crypto - Funding Fridays
Futarchy Proving Successful
OCTOBER RECAP October set another 2025 record in monthly funding, totaling $1.78 billion across 109 deals. The large total was fueled by the two largest...
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