Your Weekly Roadmap
Crypto - Funding Fridays
Prediction Markets Repricing
AUGUST RECAP Although funding fell approximately 15% from July’s total, August funding remained strong, totaling $820 million across 92 deals. Year-to-date funding is significantly ahead...
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US Policy
Fed and Tariffs
With the low job numbers released Friday morning, the conviction that a rate cut is coming got stronger. But the focus in the coming days...
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First to Market
The Bottom Shelf at the Supermarket Might Soon Get More Attention
CHART OF THE DAY GOOD MORNING! Changes to the Supplemental Nutrition Assistance Program (SNAP) via President Donald Trump's Big Beautiful Bill Act went into effect...
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Macro Minute Video
Video: Macro Minute: August jobs reported Friday and weaker is better. AAII sentiment remains staunchly bearish
Video_: _We are surprised to see AAII net bulls still negative, with bears outnumbering bulls for 5 consecutive weeks. Generally, this is constructive for stocks...
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Daily Technical Strategy
Treasuries breaking out but Equities nearing resistance
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR U.S. EQUITIES, AND TREASURIES HAVE ALSO BEGUN TO TREND HIGHER ON THE LONG END OF THE CURVE...
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