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Earnings Daily
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Macro Minute Video
Video: Macro Minute: We believe AI Semi/DRAM selloff is nearing an end given signs of 'top calling' and retrospective of CSCO from 1997 to 2000 shows multiple false tops
VIDEO_:_ Peter Lynch once famously said “Selling your winners and holding your losers is like cutting the flowers and watering the weeds.” To us, this...
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Crypto - Comments
Miner Bounce Underway, Yields Bear Watching But Clarity Still the Near-Term Driver for Crypto, Adding FIGR (Portfolio Rebalance)
MINERS RESPOND Last Thursday, I argued that the selloff across the mining complex was beginning to look exhausted. At the time, the market had reacted...
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Daily Technical Strategy
Equal-weighted S&P 500 registers its first trend break since mid-May as rates push higher
US EQUITY TRENDS HAVE BEGUN TO TURN MORE MIXED FOLLOWING MONDAY'S SESSION, AS THE BROADER MARKET SHOWED ITS FIRST REAL EVIDENCE OF JOINING TECHNOLOGY'S CORRECTION...
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US Policy
War Resumes, Congress Recess vs Budget, Clarity Act
Over the weekend, the U.S. suffered its first casualties since March when Iranian drones and missiles hit U.S. military bases in Jordan. Reportedly two troops were killed, and one is missing. Iran reported...
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First to Market
Why Moonshot's Kimi Is a Solvable Problem – for Companies and Investors
CHART OF THE DAY GOOD MORNING! Markets appear to have had another DeepSeek moment on Friday – a moment in which a Chinese AI startup...
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Earnings Daily
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Daily Technical Strategy
Technology's correction continues, but the broader market's uptrend remains intact
TECHNOLOGY'S CORRECTION HAS GROWN MORE PRONOUNCED THIS WEEK AND HAS BEEN ANYTHING BUT STEALTHY; WHAT'S NOTABLE IS HOW LITTLE OF THIS HAS BLED INTO THE...
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Your Weekly Roadmap
Stock Declines Accelerate After Chinese Startup Releases New AI Model
Good evening, The bloodbath in tech stocks showed no signs of letting up any time soon. The S&P 500 lost 1.6% to 7,457.69 points, with...
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US Policy
Congress Focuses on Budget
The president spoke to the nation last night about his concerns surrounding election security, but on Capitol Hill, the focus has been on the need to...
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