First to Market
How to Cohabitate With Credit Cockroaches
CHART OF THE DAY GOOD MORNING! Investors are fighting the urge to call pest control after spotting multiple credit “cockroaches” this fall. It’s only reasonable....
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Earnings Daily
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Crypto - Comments
Shutdown Nears Resolution, Crypto Shrugs, UNI Adds Itself to the List of Investable Tokens
DISCUSSED IN TODAY'S VIDEO:SHUTDOWN RESOLUTION NEARING: The Senate advanced its funding bill, with a House vote expected midweek and Polymarket implying a resolution by Thursday. Ending...
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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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