Daily Technical Strategy
Emerging markets likely to fall out of favor in Q4 vs. Equal-weighted SPX
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT A FEW SECTORS HAVE STARTED TO WEAKEN LATELY OVER THE PAST WEEK, MAKING IT...
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Macro Minute Video
Video: Macro Minute: We are keeping our eyes on 5 things in Oct. Key is seasonally strong = S&P 500 7,000 intact
Video_: _The govt shutdown is dovish because it is putting downward pressure on economy = dovish and it is not raising inflation pressures = dovish. ...
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First to Market
We’re Doomscrolling Less. That May Not Be So Good For Markets.
CHART OF THE DAY GOOD MORNING! There's been a well-documented trend in recent months of younger people becoming fascinated with older, retro technologies. Witness pop...
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Daily Technical Strategy
US Dollar index has risen to two-month highs
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT A FEW SECTORS HAVE STARTED TO WEAKEN LATELY, MAKING IT RIGHT TO BE MORE...
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First to Market
Less House, Less Spending?
CHART OF THE DAY GOOD MORNING! Back in the day, MTV's long-running show "Cribs" featured celebrities taking viewers on tours of their ginormous, amenity-laden, resort-like...
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First Word
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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