US Policy
Senate Leaves Town, SCOTUS Might Rule on Fed
After weeks of confrontations between the president and members of the Senate Republican majority, the senators got tired of the back and forth. Under unanimous consent, they...
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First to Market
Insuring Against the Insurers
CHART OF THE DAY GOOD MORNING! Another day, another worrisome news story about private credit. Yesterday, Ares Management disclosed that it was forced to implement...
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Daily Technical Strategy
Raising My 2026 SPX Target to 8,000 from 7,300, Joining Tom Lee
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND THIS WEEK'S MINOR WEAKNESS IN ^SPX -0.16% LOOKS LIKE A NORMAL CONSOLIDATION RATHER THAN THE START OF ANYTHING MORE...
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Macro Minute Video
Video: Macro Minute: May Core PCE shows 'war inflation' probably peaked, hence, rates low. Semi and Memory dip is still buyable
VIDEO_:_ May Core PCE was mainly driven by 'financial services' which means stock market gains drove inflation. Ex-financials, core PCE was 0.22%, which is pretty...
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First to Market
Strait Talk on Hikes
CHART OF THE DAY GOOD MORNING! By now, just about anyone who follows markets is aware of the hawkish shift by the Federal Open Market...
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Crypto - Comments
Broad Risk Weakness and a Motivated Seller Push BTC Lower, MU Earnings Could Provide a Bounce to Miners
TICKERS IN THIS VIDEO: BTC 1.07% ETH 1.34% SOL 11.29% HYPE 3.69% STRC -1.11% MSTR -3.02% IBIT 1.03% MU -5.20% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please...
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First Word
Raise S&P 500 target to 8,000 vs 7,700 prior - June 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ We are giving a mid-year update and raising our year-end target for S&P 500 to 8,000 from 7,700. This is mainly due to higher...
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Macro Minute Video
Video: Macro Minute: Raise S&P 500 target to 8,000 vs 7,700 prior - June 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update
VIDEO_:_ We are giving a mid-year update and raising our year-end target for S&P 500 to 8,000 from 7,700. This is mainly due to higher...
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Daily Technical Strategy
Stellar MU Earnings Should Help Fuel a QQQ Rebound Back to Highs
NEAR-TERM US EQUITY TRENDS REMAIN BULLISH, AND WHILE WEDNESDAY'S SESSION SAW QQQ -0.71% AND ^SPX -0.16% BREAK BENEATH TUESDAY'S LOWS INTRADAY, THE PULLBACK HELD IMPORTANT SUPPORT NEAR...
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Crypto Research
Virtuals Protocol – Growing Agentic GDP (Q2 Update)
Virtuals Protocol is building infrastructure for the emerging AI agent economy, enabling users to create, tokenize, and deploy autonomous AI agents that can transact, earn,...
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