Macro Minute Video
Video: Macro Minute: Polymarket shows 96% probability shutdown to last beyond 9 more days = dovish Fed
Video_: _NY Fed 1-yr expectations rose in Sept, reflecting anticipated tariff impacts, but the longer-term remained stable at 3%. This is positive. And coupled with...
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FSI Sector Allocation
FSI Sector Allocation - October 2025 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Despite seasonality-based expectations to the contrary, the U.S. stock market ended...
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First to Market
Private Data Needs Public Data
CHART OF THE DAY GOOD MORNING! Can you really make reliable takes about the economy if you don’t have much fresh data to go off? ...
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Macro Minute Video
Video: Macro Minute: Oct off to a good start gaining +0.77% so far and S&P 500 YE target of 7,000 seems low. $AMD affirms AI trade intact
Video_: _The fact that AMD 7.77% surged 20% is a good sign and shows the AI trade remains intact. The fundamental story of AI remains a...
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Crypto - Comments
GLXY Consumer Business Adds to Bull Case, ETF Staking Could Spark Massive ETF Inflows
DISCUSSED IN TODAY'S VIDEO:STRONG CAPITAL INFLOWS: Bitcoin ETFs saw $2.5B in trailing 7-day inflows, ETH added $800M, and stablecoin market cap grew by $5B, underscoring sustained...
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Daily Technical Strategy
AMD strength outshines broader market churning
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND THE SUCCESS OF EQUAL-WEIGHTED SPX, HAVING JOINED SPX AND QQQ BACK AT NEW HIGHS...
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