Macro Minute Video
Video: Macro Minute: In our view, tariffs are more a “tax” and therefore not inflationary. Powell giving “glimpses” of dovish turn in testimony to Congress.
VIDEO: To us, we view tariffs as a "tax" even if the companies bear it, not consumers. And taxes are not inflationary, counter to Fed...
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Crypto - Comments
Greater Equity Participation Suggests Crypto Upside Ahead
Broadening participation in the equity rally, falling yields, and a sliding VIX point to a risk-on backdrop that could lift Bitcoin and altcoins. In today’s...
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Daily Technical Strategy
Financials and DJ Transportation Average breakouts look meaningful
EQUITY MARKETS HAVE REACHED ALL-TIME HIGHS (QQQ -0.90% AS OF TUESDAY’S CLOSE, ^SPX -0.06% WITHIN 1%), BUT DOES THIS MEAN SELL? US Equity trends remain bullish, and QQQ -0.90% ...
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First to Market
The Dollar is a Weapon. America is Losing Control of It.
CHART OF THE DAY GOOD MORNING! War could very well be brewing in the air, but that seems to no longer be enough to get...
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Crypto - Comments
Ceasefire Sets Stage for Crypto Relief, Fed Doves Signal July Cut
Geopolitical tensions eased Monday following an Israel–Iran ceasefire, sparking a sharp crypto rebound. At the same time, dovish signals from Fed Governors Waller and Bowman...
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Macro Minute Video
Video: Macro Minute: US bombing Iran is not the "Black Swan" many feared and now peace is near. This supports more upside into YE
VIDEO: We have long said that markets tend to "sell the build-up and buy the invasion" and this was again demonstrated today as stocks gained...
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