Macro Minute Video
Video: Macro Minute: As we move into the final months of 2025, the key pivots are "dovish Fed" and ISM recovery >50
VIDEO: As we enter the final third of 2025, we think the prominent changes are the Fed is dovish and the ISM recovers to above...
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Crypto - Comments
Is Solana Non-Consensus Now?
DISCUSSED IN TODAY'S VIDEO:Coinbase-Binance spread flipped to discount, signaling strong U.S. spot selling. Markets expect Powell to lean hawkish Friday despite Fed Funds futures still...
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Daily Technical Strategy
Technology overreaction while broader market gains ground
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN US STOCKS LIKELY WILL FACE RESISTANCE AT MARGINALLY...
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First to Market
Which Economy Are You Living In?
CHART OF THE DAY GOOD MORNING! A few reader emails over the past week prompted me to write again about how there are two economies...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: All eyes on Fed Chair Powell speech at Jackson Hole Friday, which we expect to be more "dovish" than markets expect
VIDEO: Equities performed well in August and while markets are on hold until Friday, we believe the case for a September cut by Fed remains...
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