Crypto - Comments
Negative Seasonality Looms, But Liquidity Signals Remain Positive, SOL Rotation Intensifies
Discussed in today's video:BTC enters a seasonally weak period from mid-August to September.But liquidity conditions remain favorable, as Treasury has not yet begun replenishing the...
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Daily Technical Strategy
Homebuilders look appealing after 1H Underperformance
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND THE PUSH BACK TO NEW ALL-TIME HIGHS THIS PAST THURSDAY HELPED TO REVERSE THE...
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First to Market
Can AI Save America…Again?
CHART OF THE DAY GOOD MORNING! The bill for how much we owe to the exuberant AI trade keeps going up. Whether the final charges...
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Earnings Daily
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Crypto - Comments
SOL Rotation Confirmed, Froth Builds, but ETH Inflows Support Rally
Discussed in today's video:SOLANA STRENGTH: Capital sidelined for the PUMP token appears to be rotating back into SOL, which is outperforming both absolutely and relative...
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Macro Minute Video
Video: Macro Minute: 2Q25 earnings season off to a strong start with 80% beating and by 8% = double digit 2Q25 EPS
VIDEO: Earning season is underway and this is one of the heaviest weeks. The concerns about tariffs are not as prevalent in the reports, nor...
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