Crypto - Comments
AI Capex Overwhelms Macro, Expanding Miner Exposure and Re-Engaging CRCL (Strategy Rebalance)
AI CAPEX DRIVING MARKET LEADERSHIP: The dominant theme continues to be AI. Over the past several weeks, we’ve received a combination of mixed real growth...
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Daily Technical Strategy
Energy Being Lowered to Underweight as larger Crude Oil Breakdown looks near
NEAR-TERM US EQUITY TRENDS REMAIN CONSTRUCTIVE, BUT WITH ^SPX AND QQQ 0.93% HAVING LARGELY REACHED MY PRIOR PRICE TARGETS AND DEMARK TIME-BASED EXHAUSTION NOW APPROXIMATELY 2-3...
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Your Weekly Roadmap
Stocks Extend April Surge to Open May
Good evening, Equities advanced this week to close out one of the best months in years. When trading closed on April 30, the S&P 500...
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US Policy
Fed Chair, DHS Opens
As expected, the Federal Open Markets Committee (FOMC) met this week and left rates unchanged, though the Committee saw an increase in dissent. Several members took issue...
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First to Market
Does the U.A.E.’s Exit from OPEC Matter?
CHART OF THE DAY GOOD MORNING! The United Arab Emirates said it would leave the oil cartel, OPEC, on May 1, marking a further blow...
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First Word
Adding Software $IGV to top sector ideas along with $MAGS $IBIT $ETHA. If correct, private credit risks diminishing
The S&P 500 is up +0.6% so far this week, impressive considering the stalled progress on US-Iran talks and the fact that oil is up...
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Earnings Daily
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Daily Technical Strategy
Broadening Leadership Behind the Rally & All Eyes on AAPL
NEAR-TERM US EQUITY TRENDS REMAIN QUITE CONSTRUCTIVE, WITH ^SPX HAVING PUSHED BACK ABOVE 7200 AND A NEAR-TERM TARGET NOW OF 7250-7300 IN THE DAYS AHEAD....
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First to Market
What Kind of a CEO Will Apple’s John Ternus Be?
CHART OF THE DAY GOOD MORNING! A change in the old guard at Apple couldn’t have come at a better time because the iPhone maker...
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Earnings Daily
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