Signal From Noise
Memory Stocks’ Volatile Run is Good News For The Magnificent Seven
This year’s stock-market party has been almost entirely concentrated in semiconductor stocks, prompting many investors to question if it’s time to diversify into the Lag...
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Crypto - Comments
MSTR mNAV Below 1.0x Raises the Stakes for Monday's 8-K, Borrow/Lend and the SOL Ecosystem Show Early Signs of Life
DIVIDEND DISCIPLINE MATTERS MORE THAN GETTING STRC BACK TO PAR: As we approach the next STRC dividend declaration (likely 7/1), one risk worth monitoring is...
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Daily Technical Strategy
Lowering Technology to Neutral from Bullish on a Tactical Basis
THE KEY DEVELOPMENT THIS WEEK IS THAT EQUAL-WEIGHT TECHNOLOGY HAS OFFICIALLY BROKEN DOWN VERSUS EQUAL-WEIGHTED ^SPX -0.49% , WHICH I EXPECT COULD LEAD TO A PERIOD OF...
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Your Weekly Roadmap
Lee, Newton Raise Year-End Targets Despite This Week's Stock Slide
Good evening, Tech stocks led a decline in the equity markets this week, with the S&P 500 ending the week down 1.95% and the Nasdaq...
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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 -0.49% 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 -0.44% ETH -0.82% SOL -1.93% HYPE -2.34% STRC -1.57% MSTR -4.23% IBIT 0.78% MU -6.30% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please...
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