Ticker Appearances
Signal From Noise
The Bull Case For Buying Companies With Moonshot Ambitions
SpaceX Chief Executive Elon Musk has improbable goals. At his company’s first quarterly earnings, he said the first orbital data centers could launch as soon...
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First to Market
Alphabet Tops Apple’s Market Value in Validation of AI Trade Revival
CHART OF THE DAY GOOD MORNING! Google-parent Alphabet has passed Apple as the second most valuable company in the world, a confirmation signal that the...
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Your Weekly Roadmap
Relentlessly Surging Oil Prices Give Investors a Reality Check
Good evening, Corporate earnings are coming in strong, but investors’ attention has instead gravitated toward a renewed increase in oil prices. The S&P 500 lost...
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First to Market
The World Has More Trillion-Dollar-Plus Companies Than Ever
CHART OF THE DAY GOOD MORNING! This year Elon Musk briefly became the world’s first trillionaire, and it’s also the year where the total number...
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Signal From Noise
Memory Stocks’ Volatile Run is Good News For The Magnificent Seven
This year’s stock-market party has been almost entirely concentrated in semiconductor stocks, prompting many investors to question if it’s time to diversify into the Lag...
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Signal From Noise
How to Buy SpaceX, OpenAI, and Anthropic Before IPOs?
It’s been a while since blockbuster initial public offerings dominated the market, but this year, there’s supposed to be no shortage of them. Elon Musk’s...
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Markets Wrapped
2025 Markets Wrapped
2025 was another fantastic year for markets, continuing a bull-run as the 3rd Consecutive year of double-digit gains in the S&P 500. Yet despite the...
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Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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Signal From Noise
The Bull Case For Buying Companies With Moonshot Ambitions
SpaceX Chief Executive Elon Musk has improbable goals. At his company’s first quarterly earnings, he said the first orbital data centers could launch as soon...
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First to Market
Alphabet Tops Apple’s Market Value in Validation of AI Trade Revival
CHART OF THE DAY GOOD MORNING! Google-parent Alphabet has passed Apple as the second most valuable company in the world, a confirmation signal that the...
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Your Weekly Roadmap
Relentlessly Surging Oil Prices Give Investors a Reality Check
Good evening, Corporate earnings are coming in strong, but investors’ attention has instead gravitated toward a renewed increase in oil prices. The S&P 500 lost...
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First to Market
The World Has More Trillion-Dollar-Plus Companies Than Ever
CHART OF THE DAY GOOD MORNING! This year Elon Musk briefly became the world’s first trillionaire, and it’s also the year where the total number...
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Signal From Noise
Memory Stocks’ Volatile Run is Good News For The Magnificent Seven
This year’s stock-market party has been almost entirely concentrated in semiconductor stocks, prompting many investors to question if it’s time to diversify into the Lag...
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Signal From Noise
How to Buy SpaceX, OpenAI, and Anthropic Before IPOs?
It’s been a while since blockbuster initial public offerings dominated the market, but this year, there’s supposed to be no shortage of them. Elon Musk’s...
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Markets Wrapped
2025 Markets Wrapped
2025 was another fantastic year for markets, continuing a bull-run as the 3rd Consecutive year of double-digit gains in the S&P 500. Yet despite the...
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Signal From Noise
AI is Already Rearranging The Winners And Losers. Here’s Who Might Lead The Next Leg of The Revolution.
Investors are well-aware that the players carrying us through this AI race right now likely won’t be the last ones left standing at the finish...
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Signal From Noise
Tech 2.0: Power Providers’ Version
Tech companies have been getting all the fame recently, but they’re not the only star performers this year. Taken over by fear that they have...
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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Snapshot
First Word
GOOG 2025 capex guidance increase shows AI/data-center visibility strong. Jan ISM upturn points to accelerating small-cap EPS growth.
VIDEO: Incoming data supports equity prices. The ISM manufacturing also suggests small-cap EPS to accelerate in 2025_. _ Please click below to view our Macro Minute (duration:...
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First Word
White House Tariff Order on Canada, Mexico, China likely triggers risk-off short-term, but we list 5 reasons this is an "over-reaction" and we would buy the dip
VIDEO: Trump is imposing tariffs to stop the flow of drugs and illegal aliens, different than the trade war of 2018. Thus, while we expect...
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First Word
Two key developments this week (so far). First, "technical confirmation" of the small-cap breakout and second, evidence this is funded by rotation out of large-caps.
VIDEO: The "summer of small caps" appears to be triggering a rotation out of large-cap as noted by Mark Newton, Head of Technical Strategy. Also, the...
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First Word
Two steps forward, one step back, yet equities still up 1% for the week. Friday's March PCE important.
VIDEO: This has been a challenging week for markets, but the overall message to us is companies are delivering strong earnings and investors are still...
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First Word
Earnings are proving to be the positive catalyst needed for stocks to recover.
VIDEO: Mark Newton believes Tuesday's rally suggests the technical low is in place. That is a good thing and means CTAs and other investors are...
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