Daily Technical Strategy
This is what's needed to have confidence in Semiconductor strength and NVDA after recent weakness
NEAR-TERM EQUITY TRENDS CONTINUE TO SHOW A MILD CONSOLIDATION FOLLOWING THE BREAKOUT FROM LATE JULY, BUT MONDAY'S FRACTIONAL WEAKNESS SHOULDN'T BE SEEN AS ANYTHING MEANINGFUL...
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US Policy
Midterms Approach, Republican Dominance in Play
With the midterm elections fast approaching, the political world is looking at the key races that will determine which party controls the House and the Senate. Today,...
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First to Market
Rising Bond Yields Unravel the Stock Market’s Diversified Rally
CHART OF THE DAY GOOD MORNING! A historic surge in government bond yields has stalled out the stock market’s diversified rally, which has seen shares...
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Earnings Daily
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Signal From Noise
Soft Power, Hard Returns
This July, the Pew Research Center reported a startling finding: in a poll of roughly 42,000 people in 36 countries, China is now viewed more...
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Daily Technical Strategy
Materials sector in focus following Treasury-fueled surge back to new all-time highs
THE BIG TAKEAWAY FOR THIS WEEK CENTERED AROUND THE TREASURY DEPARTMENT'S DOUBLING OF ITS BUYBACK PROGRAM, WHICH HELPED TO JUICE CRYPTOCURRENCIES, METALS AND MINING STOCKS,...
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Your Weekly Roadmap
Bond-Yield Chaos Drives Down Stocks
Choppy moves in global government bond yields dragged down stocks from records this week. The S&P 500 slipped 1.4% to 7,674.37 points, posting its worst...
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US Policy
Midterms and War Focus
With most of the primaries over, the playing field for the November midterm elections is becoming clear. The current Senate lineup is 53 Republicans to 47 Democrats. With a...
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First to Market
Dissecting Moderna's mRNA Second Act
CHART OF THE DAY GOOD MORNING! One of the bigger market stories this week was the massive surge in Moderna MRNA -4.09% shares on Wednesday. The...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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