Macro Strategy
Video: Macro Minute: Post-FOMC, we see biggest gains from Crypto #BTC #ETH and MAG7 into year-end, mirroring Sept 2024
Video_: _Today is Fundstrat's 11th birthday!!! We discuss how post-FOMC, the boost in liquidity and the resulting move off "sidelines" are the biggest factors for...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Daily Technical Strategy
Short-term warnings starting to crop up; Could be important into FOMC
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR US EQUITIES, BUT MOMENTUM HAS NOW GROWN QUITE STRETCHED HEADING INTO THIS WEEK’S FOMC MEETING. THE COMBINATION OF...
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US Policy
Fed Day, Budget Deadline Nears
The last time the Fed’s Federal Open Markets Committee (FOMC) met was July 29/30. Like most of Washington, Fed officials often set aside time in...
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First to Market
The Disappearance of Fossil Fuels Might Be Further Away Than Some Had Thought
CHART OF THE DAY GOOD MORNING! Some readers might remember this: In the beginning of 2021, much of the world was still in lockdown as...
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Signal From Noise
Space Stocks, Pt. II: Shooting for the Moon – and Beyond
In 1959, authors Mae and Ira Freeman wrote a book geared toward young readers, "You Will Go to the Moon," suggesting that children at the...
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