Crypto - Comments
Dollar Weakness Sets the Stage for Higher Coin Prices
In today’s update, we break down how historic low implied vols, cautious options positioning, and a weakening dollar are shaping the crypto outlook. We also...
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Your Weekly Roadmap
Stocks Set New All-Time Highs as Sector Participation Broadens
Good evening, The S&P 500 flirted with all-time highs for much of this week, finally setting a new high-water mark on Friday with a close...
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US Policy
Senate Tackles Bill Over Weekend
The House passed the Big Beautiful Bill, and it’s now before the Senate with both the White House and the Congressional Republican leadership looking for...
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First to Market
America The Great
CHART OF THE DAY GOOD MORNING! Today is perhaps the second most important day of my life, with the first being the day I got...
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Crypto - Comments
AI M&A Buzz Reinforces Crypto Equity Bull Case, GLXY is One to Watch
In today’s update, we explore how Trump’s debt comments and Treasury issuance strategy highlight the growing era of fiscal dominance—a backdrop that favors Bitcoin and...
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Macro Minute Video
Video: Macro Minute: S&P 500 touches all-time high and this remains the "most hated v-shaped rally" and we see 6,600 by YE
VIDEO: S&P 500 is touching all-time highs. This is not entirely surprising since Bitcoin leads the S&P 500 by roughly one-month. What surprises us is...
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Featured Research
Washed Out Stocks
