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First to Market
The World Has More Trillion-Dollar-Plus Companies Than Ever
CHART OF THE DAY GOOD MORNING! This year Elon Musk briefly became the world’s first trillionaire, and it’s also the year where the total number...
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First Word
War could be escalating, triggering risk off. But we believe these pullbacks are ultimately buyable.
Equity markets are under pressure Thursday, ostensibly owing to two factors: (i) large-cap tech earnings that were not 'good enough' and (ii) escalation around the...
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Earnings Daily
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Crypto - Comments
Clarity Faces Mounting Political Headwinds, But a Compromise Remains Possible, Real Yields Continue to Tighten Financial Conditions
TICKERS IN THIS VIDEO: BTC -1.87% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on...
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Daily Technical Strategy
Cross-asset volatility still hasn't resulted in meaningful trend breaks for US indices
US EQUITY INDICES CONTINUE TO WEATHER A MEANINGFUL PICKUP IN CROSS-ASSET VOLATILITY, AND DESPITE THURSDAY'S -1.21% ^SPX DECLINE TO 7,408.30, THIS STILL HASN'T RESULTED IN...
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First to Market
Super Micro Shows Which AI Names Might Have Room to Snap Back
CHART OF THE DAY GOOD MORNING! Super Micro Computer’s strong rebound drove the tech sector’s snapback on Wednesday, possibly foreshadowing good news for the incoming...
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Earnings Daily
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Crypto - Comments
Google CapEx Guidance Should Be a Tailwind for Miners, Clarity Negotiations Continue
GOOGLE INCREASES CAPEX GUIDANCE BY $15B: Possibly the biggest development for markets today came from Google's earnings release. Beyond strong operating results, management raised 2026...
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Daily Technical Strategy
Financials snap back to life as markets mark time ahead of GOOGL and TSLA
US EQUITY TRENDS REMAIN NEAR-TERM BULLISH FOLLOWING TUESDAY'S TECH-LED RALLY, AND WEDNESDAY'S FLAT SESSION (^SPX OFF A FRACTIONAL -0.02%) DID NOTHING TO CHANGE THAT THESIS,...
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Macro Minute Video
Video: Macro Minute: Today's OpenAI headline exposes that we may be closer to the 'Uncanny Valley' than we realize
VIDEO_:_ OpenAI revealed one of its 'agents' escaped and hacked a network. The growing capabilities of AI and their eventual growing share of our wealth...
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