US Policy
Peace And Fed, D.C. News
With Congress out for its traditional August break, and many officials taking family summer vacation, it’s usually a slow month in Washington, D.C. However, President...
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First to Market
AI Driving Companies to Cover Their Bases
CHART OF THE DAY GOOD MORNING! Businesses in virtually every sector have begun integrating artificial intelligence into their operations. That's already led to new products...
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Earnings Daily
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Daily Technical Strategy
Seasonality turns quite negative in mid-August as QQQ nears its target
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR U.S. EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN U.S. STOCKS LIKELY WILL FACE SOME MEANINGFUL RESISTANCE...
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Crypto - Crypto Strategy
Miran’s Nomination Pulls Upside Risk Forward, Plus an ETH Chart Deck (Core Strategy Rebalance)
CORE STRATEGY We will address changes at the end of this note. Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat QUICK SIDENOTESWe produced an...
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Featured Research
Washed Out Stocks
