US Policy
Crypto WH Meeting, War, Midterms
This Wednesday, President Trump is expected to attend a White House meeting on crypto regulation. There is a growing consensus that the U.S. must develop...
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First to Market
Regarding the Lakers, Nvidia, and Private Credit
CHART OF THE DAY GOOD MORNING! Last week's $12.5 billion sale of the iconic Los Angeles Lakers (pending NBA approval) was certainly big news for...
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Earnings Daily
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Daily Technical Strategy
Technical Strategy 08/14/2026
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Your Weekly Roadmap
Bets on Rate Hikes Recede, Boosting Stocks
Good evening, Stocks inched higher this week, driven by a weakening narrative for interest-rate hikes in September. The S&P 500 finished the week up 0.36%...
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Upticks
Upticks - August 2026
UPTICKS - NEWTON'S LAW Source: Fundstrat, Bloomberg UPTICKS ADDITIONSAlphabet (GOOGL -0.77% - 346.36)Boeing (BA -1.86% - $230.33)Valero Corp. (VLO 2.22% - $342.92)Chevron Corp (CVX 1.06% - $197.70) UPTICKS DELETIONSM&T...
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US Policy
Congress Out, CR Next Issue
Congress is out of session with both the House and Senate back home as campaigning heats up. Before the Senate adjourned the break, they passed a...
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First to Market
A $13 Burrito Just Doesn’t Hit The Same Anymore
CHART OF THE DAY GOOD MORNING! Shares of sit-down restaurants are outperforming those of fast casual, a sign that younger consumers are increasingly strapped for...
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Earnings Daily
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Crypto - Comments
Inflation Data Supports Continuation in Recent Leaders, FIGR Earnings Validate the Rerating Thesis, SEC Meeting on Deck
INFLATION DATA SUPPORTS CONTINUATION IN RECENT LEADERS PPI came in slightly below expectations today, following yesterday’s benign CPI print. Core inflation remains above where the...
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