Earnings Daily
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Macro Minute Video
Video: Macro Minute: Breakaway S&P 500 on 8/12 on schedule (1-month behind Bitcoin). A sign of strength when equities rally on a "hot CPI" print
VIDEO: July Core CPI came in above expectations at +0.32% vs +0.29%, but the market interpreted this dovishly, because tariff pessimism is consensus. Additionally, we...
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Daily Technical Strategy
Consumer Discretionary breakout, but can this last?
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN US STOCKS LIKELY WILL FACE SOME MEANINGFUL RESISTANCE...
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First to Market
Word of the Summer: Independence
CHART OF THE DAY GOOD MORNING! The president is a nosy guy. A complete opposite of his predecessor, he is completely hands-on, so involved at...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: July Core CPI closely watched on Tuesday 8/12, but we still see equities making an all-time high in August
VIDEO: We think many investors are cautious about August generally, given the poor seasonality and now the concerns of the tariffs impacting CPI. But the...
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Featured Research
Washed Out Stocks
