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First to Market
Is AI About to Head to the High-Seas?
CHART OF THE DAY GOOD MORNING! Tech companies are going to great lengths to avoid "NIMBY" protests that slow down their efforts to build huge...
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Earnings Daily
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Crypto - Comments
CRCL Leans Into Agentic Finance Story, STRC Flows Reaccelerate Into CPI
TICKERS IN THIS VIDEO: BTC -1.53% CRCL -5.90% STRC 0.01% COIN -3.80%
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Daily Technical Strategy
Rotation Theme Building into 5/15-5/19 Window: NYA Cycle Argues Cap-Weighted Stallout Approaching
NEAR-TERM US EQUITY TRENDS STILL LOOK BULLISH TECHNICALLY PER FRIDAY'S NOTE, WITH ^SPX STILL TRACKING TOWARD THE 7500 TARGET AND OVERWEIGHT TECHNOLOGY MAINTAINED AS THE...
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Macro Minute Video
Video: Macro Minute: April Core CPI on Tue am and will likely show first hints of inflation. Polymarket shows 74% chance of Clarity Act passage = good for crypto
VIDEO_:_ There are a few things we are watching this week. First, is April Core CPI on Tuesday. This will reflect the first impacts of...
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US Policy
China Trip, War Focus, Warsh Vote
The headline event for the coming week will be the bilateral meeting in Beijing between Presidents Donald Trump and Xi Jinping. The two leaders met...
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First to Market
Could Beijing Get a Trump Invite to the Heartland?
CHART OF THE DAY GOOD MORNING! President Trump is scheduled to be in China this week, from May 14 to May 15. It will mark...
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Earnings Daily
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Signal From Noise
The Trump Portfolio – From Bully Pulpit to Bull Market
President Trump has broken with precedent on numerous fronts during his presidency – both terms. One major precedent involves having the government take ownership stakes...
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Crypto - Comments
Animal Spirits Contained (Mostly) to Tech Stocks, Watching STRC Carefully, ZEC May be a Compelling Add on Dips
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat MARKET THOUGHTS AI STILL DRIVING THE BUS: Another strong day for tech stocks reinforced the idea that AI...
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