Signal From Noise
The Business of Farming – Yields of a Different Kind?
On March 27, the White House invited a large group of farmers to commemorate a $12 billion aid package that had been awarded to mitigate...
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Crypto - Comments
Data Still Points Higher Near-Term, HYPE Continues to lead
DISCUSSED IN TODAY'S VIDEO:STILL A BEAR MARKET RALLY, BUT NOT ONE TO FADE YET: I continue to view this as a bear market rally, but...
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Your Weekly Roadmap
U.S. and Iran Declare Ceasefire. Is the Bottom In?
Good evening, It's been quite a week, but the S&P 500 closed the week at 6,816.89, up 3.56%. This despite investors having begun the week...
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US Policy
Iran War Talks, Congress Returns, Fed Chair
Talks between the U.S. and Iran are scheduled for this weekend in Pakistan. The U.S. delegation is reportedly being led by Vice President JD Vance...
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First to Market
The U.S. Dollar is on a Tight Leash While Crypto is Running Loose
"_There are people who make things happen, there are people who watch things happen, and there are people who wonder what happened. To be successful,...
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First Word
The VIX closing below 20 is the 3rd sign the bottom is in. Energy no longer top sector pick.
VIDEO_: _A third sign of a bottom has emerged, which is the plunge in the VIX. We are also changing our order of sector recommendations....
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Macro Minute Video
Video: Macro Minute: The VIX closing below 20 is the 3rd sign the bottom is in. Energy no longer top sector pick.
VIDEO_: _A third sign of a bottom has emerged, which is the plunge in the VIX. We are also changing our order of sector recommendations....
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Crypto - Crypto Strategy
Crypto Markets Looking Through the Noise, Leaning Higher (Portfolio Rebalance)
PORTFOLIOS: Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat PLEASE SEE END OF NOTE FOR COMMENTARY ON PORTFOLIO CHANGES BENEFIT OF THE DOUBT The market...
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Sector Allocation
April 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP One could argue that March was a disappointing month for equity...
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First to Market
Memory Stock Are Once Again Surging to The Moon
CHART OF THE DAY GOOD MORNING! Well, that didn’t last long. Just as fast as they had stumbled, memory stocks have ripped higher, wiping a...
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