Crypto - Comments
Risk-Off Pressure, Miner Supply Re-Emerges, and Defining Downside Clusters
DISCUSSED IN TODAY'S VIDEO:RISK-OFF TONE LED BY GROWTH EQUITIES. Crypto began selling off Sunday night, effectively front-running a broader risk-off move across equities. The decline...
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US Policy
State of the Union Speech This Week
A busy week upcoming in Washington with President Trump’s first State of the Union address of his second term. Congress also returns from a weeklong President’s Day break to face the fallout...
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First to Market
The Trade War isn't Over. Here’s Why Stocks Rallied Friday.
CHART OF THE DAY GOOD MORNING! Stocks finished higher Friday in a volatile trading day after the Supreme Court’s 6-3 decision to strike down tariffs...
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Earnings Daily
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Signal From Noise
Mall Things Considered – the K-Shaped Economy Hits the Food Courts
Readers of a certain age will remember a time when the local mall was the epicenter of not just local retail commerce, but youth social...
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Daily Technical Strategy
Temporary push back to new highs looks to be underway
THE LATE WEEK RALLY LOOKS TO HAVE GOTTEN THE SHORT-TERM PUSH BACK TO NEW HIGHS BACK ON TRACK FOLLOWING THE SCOTUS RULING ON TARIFFS. HOWEVER, MAKE...
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Crypto - Crypto Strategy
Tactically Constructive, Strategically Cautious
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat SUPREME COURT RULING’S IMPACT ON CRYPTO: MARGINALLY POSITIVE, NOT A GAMECHANGER WHAT HAPPENEDThe Supreme Court struck down the...
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Your Weekly Roadmap
SCOTUS Tariff Rejection Leaves Investors Largely Unfazed
Good evening, It was a trading week shortened by a holiday, but Friday undoubtedly made investors sit up and take notice. The S&P 500 rose...
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US Policy
Tariffs Decision, State of the Union Next Week
A great deal’s happening in Washington with the center of attention being Friday’s decision by the SCOTUS to throw out the Trump tariffs and the...
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First to Market
Every Company's Getting Into AI From Toilet Makers to Diamond Miners
CHART OF THE DAY GOOD MORNING! When international visitors to Japan head back home, the toilets are almost always a popular topic of conversation. Typically...
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