First to Market
Why Jensen Wants to Sell Nvidia's Best Chips to China – It's (Mostly) Not About the Money
CHART OF THE DAY GOOD MORNING! Nvidia winning approval in August to sell its H2O chips (read: older, less impressive technology) to China turned out...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: November likely an up month. Past 100 years show, after being up 6 months in a row, Nov likely +2.5%, or +200 points
Video_: _We believe November will be an up month for stocks. Part of this is that strong markets stay strong and the data from last...
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Crypto - Comments
Whale Selling and Shutdown Stress Weigh on Crypto, But Signs of Capitulation Emerging
DISCUSSED IN TODAY'S VIDEO:WHALE SELL PRESSURE CONTINUES: Several OG wallets moved billions in BTC to exchanges, adding to sell pressure.POOR GROWTH DATA ADDS DRAG: Manufacturing PMI fell...
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Daily Technical Strategy
Discretionary and Financials look to be very close to support; Market breadth remains an issue
NEAR-TERM US EQUITY TRENDS ARE BULLISH, AND DESPITE THE RECENT CHURNING, I DON’T THINK MUCH CAN BE MADE OF THE STALLING OUT TECHNICALLY. MY THINKING IS...
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US Policy
Shutdown, Off-Year Elections, And Trade in Spotlight
The government shutdown continues. While dissatisfaction has increased, neither side has developed an exit strategy. On Wednesday, it will become the longest government shutdown since...
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