Macro Minute Video
Video: Macro Minute: April Core CPI above expectations at +0.38% MoM, distorted due to Oct govt shutdown. Alternative Truflation shows much lower current inflation
VIDEO_:_ Today's April CPI report highlights the question of what are the inflation metrics that matter to the Fed. Energy will cause inflation to rise. ...
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Crypto - Comments
Hot CPI & AI Positioning Unwind Pressure Crypto, Watching STRC Closely into Ex-Dividend Window
TICKERS IN THIS VIDEO: BTC -1.17% STRC 0.02% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review...
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Daily Technical Strategy
Forced Reweighting in EWY by Month-End Could Send Ripples Through Semiconductor Issues
ARGUABLY, THERE IS NOT MUCH EVIDENCE OF TREND CHANGE FOR EQUITIES DESPITE THE SHARP EARLY SELLOFF, WHICH BROUGHT ^SPX, QQQ 1.18% , AND SMH 2.34% DOWN TO NEAR...
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Crypto - Comments
CRCL Leans Into Agentic Finance Story, STRC Flows Reaccelerate Into CPI
TICKERS IN THIS VIDEO: BTC -1.17% CRCL 3.70% STRC 0.02% COIN -2.48%
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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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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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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 1.18% CONTINUING TO HOLD ABOVE STEEP UPTRENDS DESPITE SOME CHOPPY TRADING AND NEGATIVE...
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