First to Market
11 Things That Were Not on Our Bingo Cards For This Year
CHART OF THE DAY GOOD MORNING! You wouldn't believe all the bombshells that were dropped this year if you looked at it solely from the...
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First to Market
The Potemkin Currency and Its Implications for Investors
CHART OF THE DAY GOOD MORNING! Vladimir Putin scored something of a victory over the stock market this year. As measured against the U.S. dollar,...
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Crypto - Comments
Crypto’s Ongoing Valuation Reset and the January Setup
DISCUSSED IN TODAY'S VIDEO:VALUATIONS HAVE MEANINGFULLY COMPRESSED: The median P/E multiple across the top crypto applications has fallen from ~23x in late September to ~16x today.SELECT...
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First to Market
Department Store Divergence: A Tale of Two Windows
CHART OF THE DAY GOOD MORNING! For tourists and New York City residents alike, a walking tour of the various window displays is a longstanding...
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Daily Technical Strategy
Technical Positives and Negatives as the year draws to a close
HEADING INTO THE TRADITIONAL SANTA CLAUS RALLY PERIOD, TRENDS ARE BULLISH FOR SPX AS IT JUST BROKE OUT TO NEW ALL-TIME HIGHS YESTERDAY. WHILE THE...
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First to Market
Sandisk: Back in a Flash
CHART OF THE DAY GOOD MORNING! Sandisk has had quite a year. Before 2025, Sandisk was perhaps better known as the maker of flash memory,...
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First Word
Decent incoming data today. Trump reveals the "Trump rule" and the template for a dovish Fed in 2026
Equities gained again on Tuesday, as S&P 500 posted 5 consecutive gains and taking year-to-date gains to 18%. We continue to expect a positive bias...
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Daily Technical Strategy
$NVDA rebound happening on schedule & Semis should outperform within Technology
TECHNICAL TRENDS FOR US EQUITIES ARE BULLISH, AND THIS WEEK’S BREAKOUT IN MAGS -0.35% (ROUNDHILL MAGNIFICENT 7 ETF) HAS NOW HELPED ^SPX TO PUSH HIGHER TO...
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First to Market
Could Expanded M&A Activity Revive Value?
CHART OF THE DAY GOOD MORNING! After Donald Trump won re-election in 2024, many observers – including Head of Research Tom Lee – anticipated that...
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Macro Minute Video
Video: Macro Minute: 6 blessings we are thankful for in 2025. And why the setup remains positive for Dec
Video_: _There are 6 blessings we are thankful for in 2025 and we think many of these carry over into 2026. Thus, we continue to...
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