US Policy
Shutdown Continues, Trump and Xi
The House and Senate have both left town for the weekend, meaning that at a minimum, the government shutdown will extend into next week. Thus,...
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Upticks
Upticks - October 2025
Upticks – Newton’s Law Source: Fundstrat, Bloomberg UPTICKS ADDITIONSFluor Corp. (FLR -2.92% - $48.79)Quanta Services Inc. (PWR 0.09% - $453.83)Parker-Hannifin Corp. (PH 2.46% - $774.35)Galaxy Digital Inc. (GLXY -2.21% ...
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First to Market
Is China Open for Luxury Again?
CHART OF THE DAY GOOD MORNING! For a long time, the bullish case for luxury goods relied largely on surging demand from a growing Chinese...
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First Word
Some understandable "chop" ahead to digest +2% October gains. But we see multiple reasons for S&P 500 to gain in November.
The S&P 500 is on track to close up 2% for October. Looking back at the month, the Oct 10th swoon (-3%) triggered many to...
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Earnings Daily
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Crypto - Comments
Month-End Flows and Shutdown Put Drag on Coins, But Those Headwinds Should Fade, MSTR Tries Again for SPX Inclusion
DISCUSSED IN TODAY'S VIDEO:BROAD RISK-OFF DAY: Crypto and equities both sold off, with digital assets showing an outsized reaction. However, the VIX, high-yield credit, and bond...
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