First to Market
Hard Data Matches Soft—At Last
GOOD MORNING! There’s no cure for a bad mood. And if ignored long enough, it will come back to bite you with disastrous consequences. Markets...
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Earnings Daily
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Crypto - Crypto Strategy
Odds Still Favor a Move Higher (Core Strategy Rebalance)
CORE STRATEGY Source: TradingView, Fundstrat Source: TradingView, Fundstrat On Wednesday, we received a couple of material data points. The first was the first negative real...
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Daily Technical Strategy
Technology comeback is quite positive, while Energy breaks down
NO CHANGE FROM YESTERDAY- BOTH TREASURIES AND EQUITIES LOOK TO BE GETTING BACK IN SYNC, AS THE GAINS IN TREASURIES OVER THE LAST FEW DAYS...
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Macro Minute Video
Video: Macro Minute: 4 possible reasons to explain why stocks recover to positive after terrible 1Q25 GDP print
VIDEO: The 1Q25 GDP print of -0.3% is a sharp decline from 2024 growth rates, but this highlights that markets care more about 2026. Please...
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First to Market
Don’t Ignore The Housing Boogeyman
GOOD MORNING! There are concepts of a plan on how to fix inflation, manufacturing and even low water pressure. Whether they’re working or not is...
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