Crypto - Comments
Our Updated Thoughts on SBET at 2.9x mNAV, and why BONK Could 2x (or More) From Here
SBET’s NAV premium expansion hints at excitement building around ETH, and implies ~$1 billion of potential ETH buy pressure from SBET alone, adding fuel to...
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Macro Minute Video
Video: Macro Minute: Mostly good news in the June NY Fed survey. 1-yr inflation back to pre-tariff levels, when the Fed was in "cutting mode."
VIDEO: The June NY Fed consumer survey showed widespread good news for consumers, including 1-yr inflation expectations back to pre-tariff levels (when Fed was cutting),...
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Daily Technical Strategy
Examining when both US Dollar and Treasuries might reverse
SHORT-TERM TRENDS REMAIN BULLISH, AND DAILY MOMENTUM GAUGES HAVE HIT OVERBOUGHT LEVELS, WHILE DEMARK EXHAUSTION COULD MATERIALIZE USING MULTIPLE METHODS WITHIN THE NEXT FEW DAYS...
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First to Market
Of Carrots, Sticks, and BRICS
CHART OF THE DAY GOOD MORNING! President Donald Trump's Sunday evening threat of higher tariffs against countries he deems to be sympathetic to the "anti-American...
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Macro Minute Video
Video: Macro Minute: After 6 Black Swans, the S&P 500 equal weight P/E shrank from 17.6X to 16.9X... which is why we see P/E expansion next few years
VIDEO: The fact the S&P 500 faced 6 Black Swans in the past 5 years and yet managed to grow earnings is testament to the...
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Crypto - Comments
Buy the Dip in AI/HPC Miners, Ignore the Tariff Theater
CoreWeave’s deal to acquire Core Scientific sent the AI/HPC mining sector lower today, but we think the selloff creates opportunity. We also break down why...
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Featured Research
Washed Out Stocks
