First Word
Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Crypto - Comments
Crypto Lags Equities Again, Should You Be Worried?
In today’s update, we break down crypto’s underperformance relative to equities, highlighting a key correlation rollover that has historically signaled major market turning points. While...
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Macro Minute Video
Video: Macro Minute: Tariff setbacks are positive for equities, as it pushes us closer to the end game. Still the "most hated" rally = bullish
VIDEO: S&P 500 is on track to gain +1.6% this week, adding to an already strong May. This is a reminder that pullbacks are shallow...
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Daily Technical Strategy
Gold on the verge of another breakout as Yields and US Dollar start to turn lower
SHORT-TERM TRENDS IN US EQUITIES REMAIN BULLISH, AND DESPITE SOME SLOWING IN THE BREADTH AND MOMENTUM THAT HAS TAKEN PLACE IN THE LAST FEW WEEKS,...
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Upticks
Upticks - May 2025
DAILY TECHNICAL STRATEGY VIDEO (5/28/25) UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSStride Inc (LRN 1.73% - $151.69)Kratos Defense & Security Solutions...
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First Word
Still the "most hated" V-shaped stock rally. Pullbacks shallow because investors too cautiously positioned. Washed out MAG7 expected to lead
VIDEO: Stocks rallied Tuesday, reversing last week's weakness. The takeaway, in our view, is that White House negative headlines have more "bark than bite." And...
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