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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Crypto - Comments
Treasury Leans Further Into YCC-Lite, MSTR Builds a $1.6B “Plunge Protection” Reserve, Post-Squeeze Flows Continue to Improve
TREASURY CONTINUES MOVING TOWARD MORE ACTIVIST DURATION MANAGEMENT Treasury continues moving in the direction of more activist duration management. Last week, Treasury increased the size...
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Daily Technical Strategy
This is what's needed to have confidence in Semiconductor strength and NVDA after recent weakness
NEAR-TERM EQUITY TRENDS CONTINUE TO SHOW A MILD CONSOLIDATION FOLLOWING THE BREAKOUT FROM LATE JULY, BUT MONDAY'S FRACTIONAL WEAKNESS SHOULDN'T BE SEEN AS ANYTHING MEANINGFUL...
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US Policy
Midterms Approach, Republican Dominance in Play
With the midterm elections fast approaching, the political world is looking at the key races that will determine which party controls the House and the Senate. Today,...
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