Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Daily Technical Strategy
Seasonality turns quite negative in mid-August as QQQ nears its target
NEAR-TERM AND INTERMEDIATE-TERM TECHNICAL TRENDS REMAIN BULLISH FOR U.S. EQUITIES, BUT IT’S THOUGHT THAT THE RALLY IN U.S. STOCKS LIKELY WILL FACE SOME MEANINGFUL RESISTANCE...
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Crypto - Crypto Strategy
Miran’s Nomination Pulls Upside Risk Forward, Plus an ETH Chart Deck (Core Strategy Rebalance)
CORE STRATEGY We will address changes at the end of this note. Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat QUICK SIDENOTESWe produced an...
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Your Weekly Roadmap
Tariffs Finally Go Through. Stocks Still Gain.
Good evening, Investors from four months ago wouldn’t believe stocks could gain even as tariffs went into effect. But such is this year’s market, continuing...
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US Policy
Fed and Global Events Take Center Stage
Yesterday, President Donald Trump announced that he would make a short-term appointment to the Federal Reserve to replace Gov. Adriana Kugler, a Biden appointee whose...
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First to Market
Candymakers Are Gene-Editing Their Way To Becoming Willy Wonka
CHART OF THE DAY GOOD MORNING! Your chocolate might be getting crispier. Sorry, not crispier — CRISPR. On Wednesday, Mars Inc. announced a partnership with...
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Featured Research
Washed Out Stocks
