First to Market
Can Seoul Save U.S Shipbuilding?
CHART OF THE DAY GOOD MORNING! Centuries ago, Britain built a global empire on the strength of its naval supremacy. Today, despite the advent of...
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Earnings Daily
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Daily Technical Strategy
Technology has pulled back to an attractive short-term entry point
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND SPX AND QQQ HAVE PULLED BACK FROM THE HIGHS OF THE TRADING CHANNEL DOWN TO NEAR THE LOWS...
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Crypto - Comments
Signs Increasingly Point to a Near-term Low as Shutdown Vote Looms
DISCUSSED IN TODAY'S VIDEO:MARKET DRIVERS: Weak labor data and renewed concerns around the AI CapEx cycle weighed on markets. Challenger job cuts rose to the highest...
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First Word
MARKETING DECK: Supercycles intact. Wall of worries growing. Risk/reward positive.
NOVEMBER: FUNDAMENTALS REMAIN INTACT = UP NOVEMBERSTOCKS UP 6 MONTHS IN A ROW = NOV UP3Q25 EPS: MARGINS EXPANDING = POSITIVEFUND MANAGER CHASEWALL OF WORRY:(I)...
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First to Market
ADP Says Jobs Are Growing. But They’re Not Growing Where They Should Be.
CHART OF THE DAY GOOD MORNING! The latest example of why the economy feels so off came yesterday. ADP private payrolls said that the number...
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