Earnings Daily
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Crypto - Comments
Odds of a Near Term Bounce Are Increasing, but Patience Still Makes Sense
DISCUSSED IN TODAY'S VIDEO:Hawkish Fed commentary and renewed concerns around private credit contributed to today’s crypto weakness.A clear positive was the absence of the forced...
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Macro Minute Video
Video: Macro Minute: Private credit jitters brings up the wall of worry again, but we see macro catalysts as we move through this week
Video_: _Equity markets are again nervous and the wall of worry is growing. The VIX surged today to 22, above the long-term avg of 19.5,...
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Daily Technical Strategy
Small-cap underperformance likely could reverse later this week
US EQUITY TRENDS REMAIN CHOPPY, BUT BULLISH, AND BOTH SPX AND QQQ LOOK TO BE STABILIZING NEAR KEY SUPPORT, WHICH LIKELY CAN LEAD TO A...
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US Policy
Shutdown Ends, Fed Minutes on Wednesday
After 43 days, the longest government shutdown ended when the Congress approved legislation funding the government until Jan. 30. The Continuing Resolution (CR) was amended...
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First to Market
What Happens When We Forget Bad Times?
CHART OF THE DAY GOOD MORNING! One of the key arguments made by bears lately for why the AI trade can’t keep going is that...
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