First to Market
The Dutch Insert Themselves into U.S.-China Tech Rivalry
CHART OF THE DAY GOOD MORNING! President Trump tried to bring trade tensions with China down to a simmer last weekend, but in Europe, the...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Friday 32% surge in VIX seen at 'local low' and points to new highs by mid-Nov. 3Q25 EPS season starts this week, led by banks Tuesday am $JPM $GS $BLK $C
Video_: _The 32% surge in VIX triggered substantial deleveraging, which since 1990 is often a sign of a local low. We expect stocks to rebound...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - October 2025
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Daily Technical Strategy
What parts of Financials to favor into earnings this week
NEAR-TERM TRENDS WERE BROKEN FOR ROUGHLY ONE HOUR ON FRIDAY BEFORE BEING RECOUPED ON MONDAY’S OPENING GAP HIGHER, AND THE RESULTING RECOVERY IN US EQUITIES...
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Crypto - Crypto Strategy
After the Flash Crash (Core Strategy Rebalance)
CORE STRATEGY Source: Artemis, Fundstrat Source: TradingView, Fundstrat CHANGES TO TOKEN AND EQUITY PORTFOLIOS WILL BE DISCUSSED AT THE END OF THIS NOTE. A lot...
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