First to Market
Mining Giants Are Playing Nice For Copper
CHART OF THE DAY GOOD MORNING! Yesterday's announcement of U.K.’s Anglo American's merger with Canada’s Teck Resources (TECK 2.10% ) put a spotlight on mining companies in...
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First Word
$ORCL surge 27% after-hours shows that AI stocks still undervalued. BLS jobs report revisions show US did not add jobs in 2025 = dovish. Markets waiting for August Core CPI on Thu
Video_: _Investors are keeping an eye for the August Core CPI report set to be released on thu at 8:30am ET. The balance of data...
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Crypto - Comments
What in the World? (Core Strategy Rebalance)
DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with...
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Macro Minute Video
Video: Macro Minute: $ORCL surge 27% after-hours shows that AI stocks still undervalued. BLS jobs report revisions show US did not add jobs in 2025 = dovish. Markets waiting for August Core CPI on Thu
Video_: _Investors are keeping an eye for the August Core CPI report set to be released on thu at 8:30am ET. The balance of data...
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Daily Technical Strategy
Oracle beat could help Software make a comeback
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, AND TREASURIES HAVE ALSO BEGUN TO TREND HIGHER OVER THE PAST WEEK. HOWEVER, DESPITE THE RESILIENCE...
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First to Market
A Rising Nvidia Tide Lifts All Boats — Including Broadcom’s
CHART OF THE DAY GOOD MORNING! Enthusiasts of Italian supercars surely know how Lamborghini allegedly came to be. Apocryphally, Ferruccio Lamborghini, sports-car enthusiast and tractor-manufacturing...
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