First to Market
AI, Ma Bell, and the Case for Oligopolies
CHART OF THE DAY GOOD MORNING! Amidst the bidding war that seems to have arisen for Warner Brothers Discovery, one suitor has reportedly raised antitrust...
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Earnings Daily
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Crypto - Comments
MSTR News: Not Bullish, But Far Less Bearish Than the Market Reaction
DISCUSSED IN TODAY'S VIDEO:Today’s move was sparked by macro drivers (yields, JPY rally, risk lower) but amplified by concerns tied to MSTR and increasingly skittish...
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Macro Minute Video
Video: Macro Minute: 6 reasons to expect a rally in Dec, and history shows odds even higher after a 'flat/down' Nov
Video_: _We discuss how December is shaping up to be a strong month. While stocks have felt shaky due to the November declines and also...
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Daily Technical Strategy
SPX, Silver, TNX and Japanese Yen in focus
NOTE: There will be no video tonight, as I'm currently out of the office. I appreciate your understanding. Minor consolidation got underway today with 8...
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US Policy
Special House Election, Congress Returns
Tomorrow there is a special election in Tennessee to fill the vacancy created when Republican Congressman Mark Green left Congress in July. With the Republican's...
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First to Market
Our Search for Critical Minerals Might Be About to Shift
CHART OF THE DAY GOOD MORNING! China's current chokehold on the production of critical materials like lithium and rare-earth minerals has caused plenty of consternation...
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Earnings Daily
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Your Weekly Roadmap
Stocks Surge Out of "November Chop"
Good evening, We hope our U.S. readers had a happy Thanksgiving. Trading for the month of November has now concluded, and in our view, the...
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Earnings Daily
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