First to Market
China's Latest Tech IPO Has (Literal) Kung-Fu Legs
CHART OF THE DAY GOOD MORNING! We were graced with SpaceX’s IPO this year, which was, of course, the biggest IPO in the world. SK...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
Earnings Daily
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships.
You have viewed the limit of 2 Crypto reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
Earnings Daily
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
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 -0.49% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star review on...
This report is accessible to Fundstrat Pro & Fundstrat Crypto memberships.
You have viewed the limit of 2 Crypto reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
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...
This report is accessible to Fundstrat Pro & Fundstrat Macro memberships.
You have viewed the limit of 2 Macro reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In unknown
Visitor: unknown Array ( [current_usage] => 2 [current_usage_crypto] => 2 [max_usage] => 2 [max_usage_crypto] => 2 )
