First to Market
Is China Open for Luxury Again?
CHART OF THE DAY GOOD MORNING! For a long time, the bullish case for luxury goods relied largely on surging demand from a growing Chinese...
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First Word
Some understandable "chop" ahead to digest +2% October gains. But we see multiple reasons for S&P 500 to gain in November.
The S&P 500 is on track to close up 2% for October. Looking back at the month, the Oct 10th swoon (-3%) triggered many to...
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Earnings Daily
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Crypto - Comments
Month-End Flows and Shutdown Put Drag on Coins, But Those Headwinds Should Fade, MSTR Tries Again for SPX Inclusion
DISCUSSED IN TODAY'S VIDEO:BROAD RISK-OFF DAY: Crypto and equities both sold off, with digital assets showing an outsized reaction. However, the VIX, high-yield credit, and bond...
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Daily Technical Strategy
Minor setback doesn’t do enough damage & AMZN, AAPL very well could save "the Market" again
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND DESPITE THURSDAY’S MINOR SETBACK, I DON’T THINK MUCH CAN BE MADE OF THE SELLING PRESSURE TECHNICALLY. MY THINKING IS...
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First to Market
Nvidia Hits Turbo Boost on the Race to 6G
CHART OF THE DAY GOOD MORNING! Even as the world followed President Trump's visit to Asia, arguably as much attention was paid to Nvidia's concurrent...
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