First to Market
Is Walmart Becoming a Wealth Bellwether?
CHART OF THE DAY GOOD MORNING! Investors have long used Walmart's WMT -2.31% earnings to gauge the financial health of the everyday, working-class U.S. consumer. When...
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Earnings Daily
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Crypto - Comments
HYPE Flywheel Strengthens, Broader Flows Softening Post-STRC
TICKERS IN THIS VIDEO: BTC 1.73% ETH 1.59% HYPE 17.66% PURR 24.26% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive...
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Macro Minute Video
Video: Macro Minute: $NVDA to report Wed and with a forward P/E of 19X, still reasonably priced. Oil and 10Y headwinds, but swaps show CPI YoY likely to peak in June 2026
VIDEO_:_ NVDA is set to report Wed and equities have been soft in front of this, particularly given oil is back to highs and yields...
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First to Market
The Other Deep-Sea Threats Lurking from the U.S.-Iran War in the Strait
CHART OF THE DAY GOOD MORNING! As the conflict in Iran continues, control of the Strait of Hormuz remains contested and uncertain. As it turns...
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Earnings Daily
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Crypto - Comments
MSTR Reserve Questions Emerge, HYPE Benefits from Tokenized Equity Momentum (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC 1.73% HYPE 17.66% STRC 0.10% MSTR 0.22% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive...
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Macro Minute Video
Video: Macro Minute: $NVDA results Wed and Warsh Friday are key macro events. Software risk/reward still attractive given the sizable underperformance since Oct
VIDEO_:_ There is a lot of macro this week and the focus will be on NVDA 1.53% Wed and new Fed Chair on Friday. We should...
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US Policy
Trump Candidate Wins in Louisiana, New Fed Chair, China Readout
President Trump continues his winning streak in defeating Republican officials who oppose his leadership. The most recent Trump win came over the weekend in Louisiana,...
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First to Market
What’s the Actual Economic Value of Ozempic?
CHART OF THE DAY GOOD MORNING! Back in 2023 and 2024, two of the biggest stock-market winners outside of AI and tech were Eli Lilly...
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