First to Market
Whatever Happened to the Lag Seven
CHART OF THE DAY GOOD MORNING! Believers in the Magnificent Seven have had their faith tested in recent months. With four of them reporting earnings...
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Earnings Daily
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Crypto - Comments
Tactical Window Fails to Convert, Preserving Dry Powder for Better Risk/Reward
DISCUSSED IN TODAY'S VIDEO:The January tactical setup was valid and initially confirmed, with BTC breaking key resistance in a spot-led move supported by improving liquidity,...
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Daily Technical Strategy
Large-cap Technology starts to rally ahead of earnings
NEAR-TERM EQUITY TRENDS LOOK TO HAVE STABILIZED AND HAVE BEGUN TO TURN BACK HIGHER OVER THE LAST FEW DAYS. I VIEW THE TECHNICAL TREND IN...
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US Policy
Shutdown Deadline Looms, Fed Decision Week
This Friday is the deadline for Congress to pass the budgets for the current fiscal year if another government shutdown is to be avoided. Unlike the...
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First to Market
Economic Spending Is Close to Running on Fumes
CHART OF THE DAY GOOD MORNING! The glue that has been the hallmark of the soaring post-pandemic economy is coming unstuck, raising concerns about how...
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Earnings Daily
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Signal From Noise
Quantum Computing II: Wall Street Bets, Cyber Threats, and Richard Feynman
Quantum stocks might be having their moment and investment-focused observers might view this as cutting edge. But just as AI has its academic roots in...
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Crypto - Crypto Strategy
Tactical Window Narrows, Preserving Dry Powder (Portfolio Rebalance)
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat _Note: Changes to both portfolios are discussed at the end of this note._ THE BREAKDOWN Entering January, my...
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Your Weekly Roadmap
Stock-Market Advances Barely Interrupted by Greenland and Japanese Bond Market
Good evening, The trading week was shortened due to Monday's observance of Martin Luther King Jr. Day, but it sure didn't feel like it, with...
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