Crypto - Comments
Whale Games: Strategy vs Miners, And Why HYPE Might Play a Unique Role in a Crypto Portfolio
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Daily Technical Strategy
Energy looks likely to "take a breather" after recent runup
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my daily notes will transition from mark. newton@fsinsight. com to mark. newton@fundstratdirect. com....
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Macro Minute Video
Video: Macro Minute: 4 reasons higher oil is actually positive for US equities, contrary to consensus views
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Daily Technical Strategy
Sharp reversal to create Bullish engulfing pattern is a near-term positive for SPX
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Crypto - Comments
Will Hyperliquid Steal the Weekend Show Again Amid Macro Volatility?
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Upticks
Upticks - March 2026
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Macro Minute Video
Video: Macro Minute: Oil surge to $80 prompts White House reaction. The strength in software, MAG7 and crypto continue to stand out
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Crypto - Comments
Is this Another False Breakout for Crypto?
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Daily Technical Strategy
Agriculture rally getting underway; Grains should be overweighted
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Macro Minute Video
Video: Macro Minute: We advise adding exposure to MAG7, software $IGV and crypto, even if the 'bell' has not rung on the bottom
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from tom. lee@fsinsight. com to tom. lee@fundstratdirect. com. Please...
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