Crypto - Comments
Adding Risk as Post-Squeeze Follow-Through Remains Constructive, ZEC/CYPH Added to Model Portfolios (Portfolio Rebalance)
HOTTER PCE DOES LITTLE TO CHANGE THE MACRO VIEW Core PCE came in slightly hotter than expected today, continuing to show a somewhat less constructive...
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Macro Minute Video
Video: Macro Minute: July Core PCE essentially inline, NVDA strong fiscal 2Q = 2 clearing events over. NVDA, as expected, will aid a rally in AI complex. Friday is Jackson Hole, last clearing event = new highs.
VIDEO_:_ Nvidia NVDA -1.31% came in solidly with >100% revs growth on ~$100 billion revs, just astounding. And this along with CRM 7.35% CRWD 6.68% reports, should lead...
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Daily Technical Strategy
NVDA's 2028 revenue guide might help the stock push back to new all-time highs
EQUITY TRENDS VERY WELL COULD START PUSHING BACK TO NEW HIGHS IF NVDA -1.31% 'S 2028 REVENUE GUIDE CAN HELP THE STOCK MAINTAIN THE POST-MARKET GAINS BEING...
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First to Market
Is This Debasement Trade Here to Stay?
CHART OF THE DAY GOOD MORNING! The debasement trade is once again making the rounds on Wall Street, but signs suggest that it won’t last...
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First Word
3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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Earnings Daily
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Daily Technical Strategy
Turnaround Tuesday sets the stage for upside follow-through if NVDA's earnings don't disappoint
US INDICES FINISHED HIGHER AND UP OFF THE LOWS FROM THIS AFTERNOON, WHICH I VIEW AS CONSTRUCTIVE HEADING INTO NVDA -1.31% 'S EARNINGS ON WEDNESDAY. LONG-TERM BOND...
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Macro Minute Video
Video: Macro Minute: 3 important clearing events this week, setting the stage for upside breakout in equities. ETH +54% and just posted 30% weekly gain, largest since May 2025 and Nov 2021, both of which led to >167% subsequent gains.
VIDEO_:_ There are 3 important clearing events this week, setting the stage for S&P 500 to reach 7,900-8,000 by month end. Moreover, leadership since June...
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First to Market
A Case for Why U.S. Sanctions on Iran Could Backfire on Global Oil Prices
CHART OF THE DAY GOOD MORNING! Treasury Secretary Scott Bessent’s plan to launch “Operation Economic Outcast” could stoke already high oil prices even higher. In...
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Earnings Daily
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