First to Market
Is Alphabet Looking to Eat ChatGPT’s Lunch With Its Gemini 3 Update?
CHART OF THE DAY GOOD MORNING! After a year long stumble, Alphabet seems to no longer be going through a personality crisis in the age...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: All eyes on $NVDA. Given stock flat past 5 mos and caution on AI, probabilities favor post-EPS rally
Video_: _NVDA -1.97% stock has been flat for the past 5 months and the P/E is the lowest since June 2025. So a lot of caution...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - November 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Daily Technical Strategy
NVDA earnings look critical as US Equities near "Make-or-Break"
US EQUITY TRENDS REMAIN CHOPPY, BUT ARGUABLY HAVE NOT BROKEN DOWN IN A WAY THAT SHOULD GIVE WAY TO MUCH MORE TECHNICAL WEAKNESS. BOTH SPX...
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First to Market
A Different Kind of Prime Rate (or, Getting to the Meat of the Issue)
CHART OF THE DAY GOOD MORNING! Like many on Wall Street, we typically follow the "core" versions of inflation metrics (CPI, PPI, PCE) – metrics...
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Earnings Daily
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Crypto - Comments
Odds of a Near Term Bounce Are Increasing, but Patience Still Makes Sense
DISCUSSED IN TODAY'S VIDEO:Hawkish Fed commentary and renewed concerns around private credit contributed to today’s crypto weakness.A clear positive was the absence of the forced...
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Macro Minute Video
Video: Macro Minute: Private credit jitters brings up the wall of worry again, but we see macro catalysts as we move through this week
Video_: _Equity markets are again nervous and the wall of worry is growing. The VIX surged today to 22, above the long-term avg of 19.5,...
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Daily Technical Strategy
Small-cap underperformance likely could reverse later this week
US EQUITY TRENDS REMAIN CHOPPY, BUT BULLISH, AND BOTH SPX AND QQQ LOOK TO BE STABILIZING NEAR KEY SUPPORT, WHICH LIKELY CAN LEAD TO A...
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