Daily Technical Strategy
Technology nears the end of its cyclical decline heading into earnings
US EQUITY TRENDS HAVE BEGUN TO IMPROVE FOLLOWING TUESDAY'S TECH-LED RALLY, AND WHILE IT MIGHT SEEM IRONIC FOR EQUITIES TO BE SHOWING THIS KIND OF...
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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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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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First Word
Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO_:_ The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI. In our view, the...
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Crypto - Comments
Miner Selloff Looks Increasingly Exhausted, Trump's Clarity Meeting Could Drive Headline Risk
THE AI COMPLEX FACES ANOTHER EFFICIENCY SCARE The biggest development today was the accelerating selloff across AI infrastructure beneficiaries, including the miners held within our...
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Macro Minute Video
Video: Macro Minute: Key development this week is inflation is resuming falling 'like a rock.' AI trade under pressure but much of it may be technical due to margin calls, while the fundamentals remain strong.
VIDEO_:_ The big stories this week are the continued selling in Korea/AI stocks and the downside surprise in CPI and PPI. In our view, the...
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Daily Technical Strategy
Equal-weighted S&P 500 pushes to new all-time highs as the market absorbs Technology's weakness
US EQUITY TRENDS REMAIN BULLISH, AND THIS HAS BECOME A GENUINE TALE OF TWO MARKETS: PARTS OF TECHNOLOGY CONTINUE TO CORRECT SHARPLY, YET THE AVERAGE...
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First Word
July 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ The June CPI and PPI report show inflation is weakening and our take is that Fed odds of a hike will continue to diminish. ...
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