First to Market
Dow 50,000 And The Goated U.S. Economy
CHART OF THE DAY GOOD MORNING! The Dow Jones Industrial Average crossed 50,000 points Friday and extended that record run Monday by settling at 50,135.87,...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: A lot of macro this week. Jan Core CPI could post lowest YoY at 2.51% since March 2021 and in line with pre-COVID readings
Video_: _There is key macro this week including the Jan jobs report Wed and could show a strengthening labor market, which is good. And Jan...
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Daily Technical Strategy
Short-covering and lower volume are apparent despite snapback
THE TWO-DAY BOUNCE HAS HELPED ^SPX TO NEARLY RECOUP THE PRIOR ALL-TIME HIGHS IN ^SPX THOUGH QQQ 0.19% REMAINS AN UNDERPERFORMER, DESPITE THE BOUNCE IN TECHNOLOGY. ...
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US Policy
DHS Shutdown Threat, Netanyahu Comes to Washington
Most of the Federal government is funded until Oct. 1, but the Department of Homeland Security’s funds expire this Friday. This was part of the...
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First to Market
Batteries, EVs, and Grids
CHART OF THE DAY GOOD MORNING! Last week we discussed how growth in demand for EVs appears to be slowing (though not disappearing). In that...
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FSI Sector Allocation
FSI Sector Allocation - February 2026 Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP Since entering 2026, equity markets have in fact performed well. On...
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Earnings Daily
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Signal From Noise
Have Gold Prices Peaked?
Gold’s relentless, parabolic rise was once considered unthinkable by anyone who’s not a goldbug, but that is no longer the case. Even regular investors now...
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Your Weekly Roadmap
SaaS-Pocalyse Shows Signs of Pausing
Good evening, Just as soon as it appeared, the SaaS-Pocalyse started to show signs of abating by the end of the week. On Friday, the...
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