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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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Daily Technical Strategy
Parabolic surge in Semis continues while sentiment hasn’t yet caught up and no evidence of trend change
NEAR-TERM US EQUITY MARKETS CONTINUE TO EXHIBIT EXTREME BIFURCATION BETWEEN DRAMATIC TECHNOLOGY OUTPERFORMANCE COMPARED TO A BROADER MARKET, WHICH HASN'T NEARLY SHOWN THE SAME DEGREE...
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Your Weekly Roadmap
Stocks Surge 'for the Right Reasons'
Good evening, The S&P 500 continues to advance, with the first full trading week of May ending with the broader index having gained 2.33%. The...
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US Policy
Trump to China, War Talks Proceed
Next week could be very significant for markets as President Trump travels to China for meetings with President Xi Jinping. The meeting will be the...
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First to Market
Trump's 'Louisiana Purchase' Pivot on AI
CHART OF THE DAY GOOD MORNING! President Trump has long opposed the government regulation of the business sector, a belief that has extended to his...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - May 2026
RSPT 3.08% RSP 0.28% IWV 0.80% RCD -0.76% AAPL 2.01% GOLD 4.32% CF -3.08% BTC 0.49% SOL 0.54% ETH 0.70% BMNR -0.01% ^SPX LITE 0.94% IGV 0.19% PLTR 0.50% MSFT -1.30% MAGS 1.19% GOOGL 0.75% TSLA 3.92% NVDA 1.65% FSLR 1.94% SEDG 6.97% ENPH 1.64% AVGO 4.46% ANET 0.01% ...
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Earnings Daily
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Crypto - Comments
BTC Faces 200DMA Test as Positioning Heats Up Into STRC Window, Breadth Improving Despite SOL & ETH Lagging
FIRST MEANINGFUL PAUSE AFTER A STRONG WEEK OF PRICE ACTION: Crypto saw its first notable bout of consolidation in about a week, with BTC slipping...
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Daily Technical Strategy
Software Breakout in Place as IGV Clears Resistance; China Equity Setup looks bullish ahead of Trump/Xi meeting
NEAR-TERM US EQUITY TRENDS REMAIN TECHNICALLY CONSTRUCTIVE ON PRICE WITH ^SPX AND QQQ 2.38% CONTINUING TO HOLD ABOVE STEEP UPTRENDS DESPITE SOME CHOPPY TRADING AND NEGATIVE...
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