US Policy
Fed Week, Tariff Deadline, Congress Looks to Budget
Wednesday is the day that market watchers have been waiting for: the next meeting of the Federal Open Markets Committee (FOMC) to review economic conditions and...
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First to Market
Private Commitments
CHART OF THE DAY GOOD MORNING! China owes much of its dominance in the global production of critical metals and minerals to its government's direct...
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Earnings Daily
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Signal From Noise
AI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, _The New York Times_ did a piece on Nvidia. Naveen Rao,...
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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Upticks
Upticks - July 2025
Upticks - Newton's Law Source: Fundstrat, Bloomberg UPTICKS ADDITIONSFirst Solar Inc. (FSLR -0.87% - $184.21) - Added in 7/2 Technical StrategyCelestica (CLS 8.09% - $165.20)Trane Technologies (TT 0.10% -...
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Featured Research
Washed Out Stocks
