Macro Minute Video
Video: Macro Minute: Turbulence grows as Fed officials push back against Dec cut. Still in Nov chop but we see gains by month end
Video_: _Fed officials are still pushing back against a Dec cut, which is making markets more wary. And markets have a new "wall of worry"...
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Daily Technical Strategy
November lows in SPX are what’s necessary to hold from a risk management perspective
US EQUITY TREND IN SPX AND QQQ ARE STILL BULLISH BUT EQUITIES LOOK TO HAVE ENTERED A CHOPPIER ENVIRONMENT WHICH IS BRINGING ABOUT SOME CONSOLIDATION...
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Crypto - Comments
What Drove the Defensive Shift on Crypto, and What Would Restore a Constructive View
In today's video, I walk through the key points from yesterday's strategy note, including the near-term crypto market setup, the factors behind my shift toward...
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First to Market
AMD’s Outshining Nvidia for the Better
CHART OF THE DAY GOOD MORNING! If you look at the share-price performance of Advanced Micro Devices lately, it suggests that Nvidia is losing its...
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Earnings Daily
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Crypto - Crypto Strategy
Reasons For Tactical Caution Despite a Constructive Macro Backdrop (Core Strategy Rebalance)
CORE STRATEGY Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat I discuss the changes to both portfolios at the end of this note. A...
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