Macro Minute Video
Video: Macro Minute: The 'wall of worry' is growing again, prompting investors to de-risk. We still see a choppy Nov start, but ultimately a strong month
Video_: _Investors are seeing a constellation of worries, which is prompting many to sideline. But wall of worries is how markets stage subsequent gains. Please...
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First to Market
Why Jensen Wants to Sell Nvidia's Best Chips to China – It's (Mostly) Not About the Money
CHART OF THE DAY GOOD MORNING! Nvidia winning approval in August to sell its H2O chips (read: older, less impressive technology) to China turned out...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: November likely an up month. Past 100 years show, after being up 6 months in a row, Nov likely +2.5%, or +200 points
Video_: _We believe November will be an up month for stocks. Part of this is that strong markets stay strong and the data from last...
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Crypto - Comments
Whale Selling and Shutdown Stress Weigh on Crypto, But Signs of Capitulation Emerging
DISCUSSED IN TODAY'S VIDEO:WHALE SELL PRESSURE CONTINUES: Several OG wallets moved billions in BTC to exchanges, adding to sell pressure.POOR GROWTH DATA ADDS DRAG: Manufacturing PMI fell...
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Daily Technical Strategy
Discretionary and Financials look to be very close to support; Market breadth remains an issue
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND DESPITE THE RECENT CHURNING, I DON’T THINK MUCH CAN BE MADE OF THE STALLING OUT TECHNICALLY. MY THINKING IS...
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