First to Market
Did Trump Create an Inadvertent EV Tailwind?
CHART OF THE DAY GOOD MORNING! Since moving back into the Oval Office, President Trump has made no secret of his apathy – or sometimes...
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First Word
This Wed may be Fed Chair Powell last presser. Equity returns under Powell +8.3% CAGR nominal, +4.7% real = very good returns
VIDEO_:_ Fed Chair Powell’s last press conference as FOMC Chair may be this Wed. Analysis shows equity returns were +8.3% nominal and +4.7% real CAGR...
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Earnings Daily
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Daily Technical Strategy
A few different ways to play the Commodity rally for Equity investors
NEAR-TERM US EQUITY TRENDS REMAIN POSITIVE, AND TUESDAY’S MINOR PULLBACK IN TECHNOLOGY DOESN’T SERVE TO BREAK THE UPTREND, WHICH LIKELY SHOULD CONTINUE TO PUSH UP...
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Macro Minute Video
Video: Macro Minute: This Wed may be Fed Chair Powell last presser. Equity returns under Powell +8.3% CAGR nominal, +4.7% real = very good returns
VIDEO_:_ Fed Chair Powell’s last press conference as FOMC Chair may be this Wed. Analysis shows equity returns were +8.3% nominal and +4.7% real CAGR...
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First to Market
OpenAI's Big Day Out
CHART OF THE DAY GOOD MORNING! If yesterday's news was any indication, OpenAI is becoming more confident about its future. The company made two major...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Heaviest week for 1Q26 EPS season underway. Still strong results. We continue to puzzle over the coming oil shock
VIDEO_:_ We are going to spend the next few weeks carefully monitoring this incoming oil shock. Oil and commodity strategists continue to point to a...
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Crypto - Comments
Strategy Buys Less Than Expected, Dampening the “MSTR Flywheel,” Clarity Act Looking Less Likely By the Day (Which Isn’t as Bad as it Sounds)
TICKERS IN THIS VIDEO: BTC -0.97% STRC 0.04% MSTR -4.65% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us a positive 5-star...
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Daily Technical Strategy
Does Breadth Deterioration Matter? Not Yet, with NVDA Pushing to New All-Time Highs
NEAR-TERM US EQUITY TRENDS REMAIN POSITIVE, AND NVDA'S BREAKOUT TO NEW ALL-TIME HIGHS SERVES AS THE TECHNICAL GREEN LIGHT FOR SPX TO PUSH UP TOWARD...
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