First to Market
Animal Spirits Aren’t Just Barking. They’re Howling.
CHART OF THE DAY GOOD MORNING! It’s finally not sweltering outside. Pumpkin lattes are selling on every corner. And to top it all off: The...
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Macro Minute Video
Video: Macro Minute: August Core PPI came in -0.12% vs July Core PPI +0.65% shows evidence of poor seasonal adjustment. Eyes on Aug Core CPI Thu am
Video_: _Last month, investors panicked when the Core PPI (July) showed a +0.65% surge but this was reversed this month (Aug) with a -0.12% reading....
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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 2.18% ) 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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