First to Market
Nvidia’s Everything Everywhere All At Once
CHART OF THE DAY GOOD MORNING! All I wanted for Christmas was for Nvidia’s third quarter earnings to reaffirm the AI bull run. It seems...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: NVDA results beat and major relief for investors = expect positive follow through for equities
Video_: _We had expected equities would rally post-NVDA, partially due to relief and partially reflecting that the stock was down into earnings. We still expect...
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Crypto - Crypto Strategy
Risk/Reward Has Shifted, Odds Favor a Bounce (Core Strategy Rebalance)
CORE STRATEGY Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat I will discuss changes to both portfolios at the end of this note. WHY...
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Daily Technical Strategy
US Dollar turns up sharply given weak Yen, Euro & could last into early December
US EQUITY TRENDS REMAIN CHOPPY, BUT ARGUABLY HAVE NOT BROKEN DOWN IN A WAY THAT SHOULD GIVE WAY TO MUCH MORE TECHNICAL WEAKNESS. BOTH SPX...
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First to Market
Is Alphabet Looking to Eat ChatGPT’s Lunch With Its Gemini 3 Update?
CHART OF THE DAY GOOD MORNING! After a year long stumble, Alphabet seems to no longer be going through a personality crisis in the age...
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