Signal From Noise
The Bull Case For Buying Companies With Moonshot Ambitions
SpaceX Chief Executive Elon Musk has improbable goals. At his company’s first quarterly earnings, he said the first orbital data centers could launch as soon...
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Crypto - Comments
Dovish Jobs Print Supports Constructive Near-Term View, Clarity Is Not Happening Before Recess, Cloudflare Could Unlock a New Source of Stablecoin Growth
DOVISH JOBS PRINT IMPROVES THE NEAR-TERM SETUP Today's jobs report was clearly dovish. The U.S. economy lost 23K jobs in July, prior months were revised...
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Daily Technical Strategy
Sub-sectors to favor and avoid as the Tech rally starts to gain traction
OVERALL, THIS PROVED TO BE A VERY CONSTRUCTIVE WEEK FOR US EQUITIES, AS TECHNOLOGY BROKE OUT AND OUTPERFORMED SHARPLY, DEFENSIVE SECTORS GAVE WAY, AND MARKET...
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Your Weekly Roadmap
Tech Awakens, Lee Sees Strong Gains in August
Good evening, Many sectors of the stock market, including healthcare and financials, have done reasonably well in recent months. However, underperformance by the outsized tech...
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US Policy
Senate Tries to Leave Town
The House has been out of session for two weeks, but the Senate, due to its tougher rules on debates and votes, has been delayed...
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First to Market
Heavy Metal Meets Paper Fraud (Again)?
CHART OF THE DAY GOOD MORNING! An emerging commodities scandal emanating from Singapore could have interesting global implications across multiple industries and sectors. Since its...
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Sector Allocation
August 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP In July, the S&P 500 moved in what we would call...
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First Word
Markets still have excessive 'inflation derangement syndrome,' and July jobs and July CPI should quell some fears. We see S&P 500 reaching 7,900-8,000 by end of month
VIDEO_:_ We believe we are witnessing the 3rd derangement syndrome in 30 years. This time it is 'inflation derangement syndrome,' and this is causing investors to...
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Earnings Daily
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Macro Minute Video
Video: Macro Minute: Markets still have excessive 'inflation derangement syndrome,' and July jobs and July CPI should quell some fears. We see S&P 500 reaching 7,900-8,000 by end of month
VIDEO_:_ We believe we are witnessing the 3rd derangement syndrome in 30 years. This time it is 'inflation derangement syndrome,' and this is causing investors to...
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