Asset Appearances
First Word
Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO_:_ Fed Governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway. This helped...
First Word
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Crypto - Comments
Treasury Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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Crypto - Comments
SEC Proposal Looks Constructive but Crypto Fails to React, Data Center Political Risk Broadens, Broader Positioning Remains Crowded
SHORT COVERING STILL APPEARS TO BE DRIVING MUCH OF BTC’S STRENGTH Crypto held up relatively well today given the weakness across technology, and BTC briefly...
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Macro Minute Video
Video: Macro Minute: Oil rises as 'longer war' gets increasingly priced in for Iran-US, but the key this week is July CPI. The 'AI downstream' sectors continue to gain, which are $MAGS, $IGV and Crypto #ETH #BTC
VIDEO_:_ Oil has risen 11% over the past few days as Iran draws a harder line around negotiations. While not a welcome development, we think...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - August 2026
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Crypto - Comments
Adding Some Risk as the Market Begins Ignoring Bad News (Portfolio Rebalance)
CLARITY TAKES ANOTHER STEP BACK This morning, Senate Majority Leader Thune filed cloture on the continuing resolution, the NIL bill, and the AG nomination. The...
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First Word
Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO_:_ Fed Governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway. This helped...
First Word
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Crypto - Comments
Treasury Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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Crypto - Comments
SEC Proposal Looks Constructive but Crypto Fails to React, Data Center Political Risk Broadens, Broader Positioning Remains Crowded
SHORT COVERING STILL APPEARS TO BE DRIVING MUCH OF BTC’S STRENGTH Crypto held up relatively well today given the weakness across technology, and BTC briefly...
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Macro Minute Video
Video: Macro Minute: Oil rises as 'longer war' gets increasingly priced in for Iran-US, but the key this week is July CPI. The 'AI downstream' sectors continue to gain, which are $MAGS, $IGV and Crypto #ETH #BTC
VIDEO_:_ Oil has risen 11% over the past few days as Iran draws a harder line around negotiations. While not a welcome development, we think...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - August 2026
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Crypto - Comments
Adding Some Risk as the Market Begins Ignoring Bad News (Portfolio Rebalance)
CLARITY TAKES ANOTHER STEP BACK This morning, Senate Majority Leader Thune filed cloture on the continuing resolution, the NIL bill, and the AG nomination. The...
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First Word
Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month.
VIDEO_:_ Fed Governor Waller indicated his inclination to hold in Sept, and his rationale focused on the fact that disinflationary forces are underway. This helped...
First Word
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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You have viewed the limit of 2 Macro reports for free this month.
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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Crypto - Comments
Treasury Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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Crypto - Comments
SEC Proposal Looks Constructive but Crypto Fails to React, Data Center Political Risk Broadens, Broader Positioning Remains Crowded
SHORT COVERING STILL APPEARS TO BE DRIVING MUCH OF BTC’S STRENGTH Crypto held up relatively well today given the weakness across technology, and BTC briefly...
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Macro Minute Video
Video: Macro Minute: Oil rises as 'longer war' gets increasingly priced in for Iran-US, but the key this week is July CPI. The 'AI downstream' sectors continue to gain, which are $MAGS, $IGV and Crypto #ETH #BTC
VIDEO_:_ Oil has risen 11% over the past few days as Iran draws a harder line around negotiations. While not a welcome development, we think...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - August 2026
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Crypto - Comments
Adding Some Risk as the Market Begins Ignoring Bad News (Portfolio Rebalance)
CLARITY TAKES ANOTHER STEP BACK This morning, Senate Majority Leader Thune filed cloture on the continuing resolution, the NIL bill, and the AG nomination. The...
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