Earnings Daily
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Macro Minute Video
Video: Macro Minute: 5 reasons why a Fed hike arguably 'hurts' credibility
VIDEO_:_ While many pundits are calling for the Fed to hike, in order to restore credibility, we are taking a contrarian take. If the Fed...
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Crypto - Comments
Adding to Miners After Clearing CPI Hurdle, FIGR Earnings Could Drive a Rerating (Portfolio Rebalance)
ADDING SOME RISK BACK TO MINERS CPI came in roughly on target today, which was enough for me to begin adding some risk back to...
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Daily Technical Strategy
Memory finally looks to be turning higher within Technology as South Korea's EWY breaks out
WEDNESDAY'S IN-LINE CPI SPARKED A MINOR BOOST FOR US EQUITIES ALONG WITH TREASURIES, THOUGH DESPITE QQQ 0.85% FINISHING AT THE HIGHEST LEVELS SINCE MID-JULY, A BIT...
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First to Market
Trump's Polysilicon's Tariff: Follow the Silicon, Not the Sun
CHART OF THE DAY GOOD MORNING! Last week, President Trump signed an executive order specifically targeting polysilicon and "polysilicon derivatives" (which is a fancy way...
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First Word
A soft July Core CPI should lead to an upside breakout (our base case). $NVDA deal with Wall Street lowers cost of financing = higher AI P/E.
VIDEO_:_ We expect the July core CPI to be softer than consensus of +0.22% and thus lead to an upside breakout for equities. The driver...
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Earnings Daily
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Crypto - Comments
Miner Risk/Reward Becoming More Compelling, CPI + Next ERCOT Meeting Are Key Catalysts, SEC Begins Moving Forward on Crypto Rules
TICKERS IN THIS VIDEO: BTC -0.69% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on...
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Daily Technical Strategy
Wednesday's CPI could provide the catalyst for a short-term boost in US Equities from this one-week triangle
US INDEX PRICES REALLY REMAIN RIGHT WHERE THEY WERE LAST TUESDAY/WEDNESDAY AND NOTHING HAS CHANGED TECHNICALLY FROM YESTERDAY'S THINKING, AS CONSOLIDATION TRIANGLES REMAIN VERY MUCH...
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Macro Minute Video
Video: Macro Minute: A soft July Core CPI should lead to an upside breakout (our base case). $NVDA deal with Wall Street lowers cost of financing = higher AI P/E.
VIDEO_:_ We expect the July core CPI to be softer than consensus of +0.22% and thus lead to an upside breakout for equities. The driver...
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