First to Market
AMD’s Outshining Nvidia for the Better
CHART OF THE DAY GOOD MORNING! If you look at the share-price performance of Advanced Micro Devices lately, it suggests that Nvidia is losing its...
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Earnings Daily
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Crypto - Crypto Strategy
Reasons For Tactical Caution Despite a Constructive Macro Backdrop (Core Strategy Rebalance)
CORE STRATEGY Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat I discuss the changes to both portfolios at the end of this note. A...
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Daily Technical Strategy
Energy U-turn likely points to meaningful drop in Crude by year-end
NEAR-TERM US EQUITY TRENDS ARE BULLISH, BUT I EXPECT EQUITIES HAVE ENTERED A CHOPPIER ENVIRONMENT, WHICH MIGHT REQUIRE SOME CONSOLIDATION BEFORE SPX CAN PUSH BACK...
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Macro Minute Video
Video: Macro Minute: Markets still climbing a wall of worry, but performance chasing is a bigger positive tailwind
Video_: _We were at a conference earlier this week, and we met with many investors. The skepticism into year-end is rising due to the recent...
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First to Market
It’s About to be The Most Confusing Time of The Year
CHART OF THE DAY GOOD MORNING! It’s hard enough these days to make sense of one jobs report. Now imagine what happens if we’re bombarded...
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