Crypto - Crypto Strategy
CRCL Looks Stretched, COIN Offers More Compelling Upside from Here
CORE STRATEGY Source: TradingView, Fundstrat Note: Our equities baskets are not risk-managed/rebalanced in the same way that our Core Strategy is. We will, under certain...
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Your Weekly Roadmap
Fed Uncertainty Weighs on Stocks, Constructive Outlook Remains
Good evening and happy summer solstice, For those in the northern hemisphere, today is the longest day of the year (as measured in hours of...
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Upticks
Upticks - June 2025
DAILY TECHNICAL STRATEGY VIDEO (6/20/25) Upticks - Newton's Law Source: Fundstrat, Bloomberg UPTICKS ADDITIONSAntero Resources (AR 1.74% - $43.03) Coinbase Global (COIN 4.13% - $295.29)...
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US Policy
Geopolitical Risk, Senate BBB Time
This past week, geopolitics took center stage as President Donald Trump briefly met with world leaders in Canada at the G-7 meeting, then returned to...
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First to Market
Are Phone Plans The New Moneymaker?
CHART OF THE DAY GOOD MORNING! You won’t believe it but companies and powerful people are kind of bending over backwards to expand into the...
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Crypto - Comments
Is Circle Overvalued or Is Coinbase Undervalued?
In today’s update, we unpack the Fed’s pivot from data dependence to selective forward guidance and consider what it means for markets. We then turn...
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Featured Research
Washed Out Stocks
