US Policy
Shutdown and Election Trends
The shutdown continues, flights are delayed, food programs are in trouble, and federal workers aren’t being paid. Both sides believe they have the strategic advantage;...
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First to Market
Can Seoul Save U.S Shipbuilding?
CHART OF THE DAY GOOD MORNING! Centuries ago, Britain built a global empire on the strength of its naval supremacy. Today, despite the advent of...
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Earnings Daily
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Daily Technical Strategy
Technology has pulled back to an attractive short-term entry point
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND SPX AND QQQ HAVE PULLED BACK FROM THE HIGHS OF THE TRADING CHANNEL DOWN TO NEAR THE LOWS...
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Crypto - Comments
Signs Increasingly Point to a Near-term Low as Shutdown Vote Looms
DISCUSSED IN TODAY'S VIDEO:MARKET DRIVERS: Weak labor data and renewed concerns around the AI CapEx cycle weighed on markets. Challenger job cuts rose to the highest...
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First Word
MARKETING DECK: Supercycles intact. Wall of worries growing. Risk/reward positive.
NOVEMBER: FUNDAMENTALS REMAIN INTACT = UP NOVEMBERSTOCKS UP 6 MONTHS IN A ROW = NOV UP3Q25 EPS: MARGINS EXPANDING = POSITIVEFUND MANAGER CHASEWALL OF WORRY:(I)...
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