First to Market
A Small-Caps Rally is Becoming Impossible to Ignore
CHART OF THE DAY GOOD MORNING! Shares of risky, speculative small companies are finally fighting back after getting beat up for the past few years....
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Earnings Daily
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Daily Technical Strategy
EEM makes new all-time high close; Weekly, monthly records possible
NEAR-TERM EQUITY TRENDS ARE BULLISH FROM LATE NOVEMBER LOWS, BUT HAVE SHOWN SOME CONSOLIDATION DURING A TIME THAT OFTEN BRINGS ABOUT CHOPPINESS IN US EQUITY...
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Crypto - Comments
Legislative Friction Weighs on Prices, Tactical Setup Remains Constructive
DISCUSSED IN TODAY'S VIDEO:CLARITY ACT MOMENTUM SLOWED: Senate Banking Committee markup was delayed, pushing timelines out and reducing near-term confidence, even though longer-term passage remains more...
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Macro Minute Video
Video: Macro Minute: S&P 500 up +1.8% so far, a great sign. Leadership continues to come from Energy, Basic Materials and crypto
Video_: _We discuss how 2026 is starting off on a strong note, including positive the first 5 days. This is consistent with our "base case"...
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First to Market
Trump Takes His Own Swipe at the House of Cards
CHART OF THE DAY GOOD MORNING! President Trump's populist focus on affordability has shifted to the credit-card industry and has sent the shares of major...
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Earnings Daily
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Daily Technical Strategy
Breakdown in "Mag 7" is disguising underlying market strength
NEAR-TERM EQUITY TRENDS ARE BULLISH FROM LATE NOVEMBER LOWS, BUT HAVE SHOWN SOME CONSOLIDATION DURING A TIME THAT OFTEN BRINGS ABOUT CHOPPINESS IN US EQUITY...
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First to Market
What The Past Teaches Us About Fed Independence
CHART OF THE DAY GOOD MORNING! I (and plenty of others, from Jamie Dimon to Christine Lagarde), am concerned about long-term global economic stability with...
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Earnings Daily
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