First to Market
AI Isn’t Just a Two-Way Race
CHART OF THE DAY GOOD MORNING! Your plan of attack to invest in AI shouldn’t be limited to the U.S. and China. Throughout the 2006...
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Macro Minute Video
Video: Macro Minute: Revisiting the 3 things we are watching in July --> tracking. June FOMC minutes show inflation concerns diminishing except for tariffs
VIDEO: At the start of this month, we discussed the 3 key things we are watching: (i) July 9th tariff deadline; (ii) July FOMC (end...
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Daily Technical Strategy
Tough to fade SPX when NVDA still trending up sharply
SHORT-TERM TRENDS REMAIN BULLISH, AND DAILY MOMENTUM GAUGES HAVE HIT OVERBOUGHT LEVELS WHILE DEMARK EXHAUSTION COULD MATERIALIZE USING MULTIPLE METHODS WITHIN THE NEXT FEW DAYS...
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First to Market
Can AI Tame the Storm?
CHART OF THE DAY GOOD MORNING! The death toll from the floods in central Texas has risen to 111 (as of this writing), and our...
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First Word
Mostly good news in the June NY Fed survey. 1-yr inflation back to pre-tariff levels, when the Fed was in "cutting mode."
Video: The June NY Fed consumer survey showed widespread good news for consumers, including 1-yr inflation expectations back to pre-tariff levels (when Fed was cutting),...
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Crypto - Comments
Our Updated Thoughts on SBET at 2.9x mNAV, and why BONK Could 2x (or More) From Here
SBET’s NAV premium expansion hints at excitement building around ETH, and implies ~$1 billion of potential ETH buy pressure from SBET alone, adding fuel to...
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Featured Research
Washed Out Stocks
