First to Market
Red Diesel Relief? Maybe Not.
CHART OF THE DAY GOOD MORNING! On Monday, President Trump signed an executive order that temporarily allows so-called "red diesel" to be used as fuel...
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First Word
Rising yields still weighing on investor sentiment. OpenAI just solved 81% of math discoveries in 1 day (of last 3 years) using very little compute.
Equity markets took a breather today, in part due to the continued rise in long-term yields. The US 10-year touched 5.30% today and 30-year 5.69%.The...
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Crypto - Comments
FIGR Approaches a Compelling Entry, Crypto Deleverages, But Rate Vol Looks Like It’s Starting to Roll Over
PORTFOLIOS Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat TICKERS IN THIS VIDEO: BTC -0.89% ETH -1.37% BMNR -2.67% FIGR -1.59% ______________________________ PS: If you are enjoying our service...
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Daily Technical Strategy
Cross-asset warning signs are building, but thanks to Tech strength, key US Equity gauges haven't flinched yet
US EQUITY TRENDS REMAIN POSITIVE FOLLOWING THIS WEEK'S PUSH TO NEW ALL-TIME HIGHS IN ^SPX -0.28% AND QQQ -0.70% , BUT WEDNESDAY'S MINOR PULLBACK IS A REMINDER THAT...
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First to Market
The Era of Fiscal Dominance
CHART OF THE DAY GOOD MORNING! Stocks keep hitting fresh records, even though there’s sticky inflation, widening trade deficit, surging public debt, and record AI...
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Crypto - Comments
Some Thoughts on the 4-Year Cycle, Encouraging Moves in Rate Vol and Credit Spreads Today
One year after the bull market peak, the four-year cycle is worth revisiting. I think its fundamental basis has weakened materially, as halvings now have...
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Live Technical Stock Analysis
LIVE Technical Stock Analysis - October 2026
Mark will be conducting a live Webinar session for the most popular stocks requested by our subscribers. Mark will give his quick take (45 sec-1-minute...
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Daily Technical Strategy
SPX breakout back to new highs as breadth expands gives hope for an "Up-tober"
US EQUITY TRENDS HAVE TURNED DECISIVELY POSITIVE THIS WEEK, AS ^SPX -0.28% HAS NOW JOINED QQQ -0.70% IN BREAKING OUT TO NEW ALL-TIME HIGHS, COMPLETING THE CONSOLIDATION...
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Sector Allocation
October 2026 Sector Allocation
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP As the first nine months of the year came to a...
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First to Market
Is the Commodity Segment of the Memory Industry Shifting to China?
CHART OF THE DAY GOOD MORNING! If you've been in the market for a new consumer-grade electronic device of any sort – a smartphone, a...
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