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US Policy
Shutdown and China in spotlight
The government shutdown continues for another week, but cracks in the Democratic opposition to open the government are beginning to show. On Thursday, two more...
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First to Market
From Gutenberg to Sora: The Real Reason Why Entertainment Giants Should Be Worried
CHART OF THE DAY GOOD MORNING! Technologies often have a democratizing effect. On Oct. 16, Federal Reserve Gov. Christopher Waller discussed this, comparing the impact...
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Earnings Daily
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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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Macro Minute Video
Video: Macro Minute: Sept Core CPI likely to be interpreted as 'dovish' by markets. And collapse of High Beta Momentum in past week points to 97% probability of rally into YE
Video_: _The collapse of high beta momentum in the past week is often a sign of a local low. Since 2005, a decline of more...
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Daily Technical Strategy
NVDA turning up into early November should be a positive for "Mag 7", SPX and QQQ
NEAR-TERM TRENDS ARE BULLISH FOR SPX, AND I ANTICIPATE A SHARP RALLY TO FINISH THE MONTH OF OCTOBER AFTER AN INTERESTING PERIOD OF SECTOR ROTATION...
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