First Word
The VIX closing below 20 is the 3rd sign the bottom is in. Energy no longer top sector pick.
VIDEO_: _A third sign of a bottom has emerged, which is the plunge in the VIX. We are also changing our order of sector recommendations....
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Macro Minute Video
Video: Macro Minute: The VIX closing below 20 is the 3rd sign the bottom is in. Energy no longer top sector pick.
VIDEO_: _A third sign of a bottom has emerged, which is the plunge in the VIX. We are also changing our order of sector recommendations....
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Crypto - Crypto Strategy
Crypto Markets Looking Through the Noise, Leaning Higher (Portfolio Rebalance)
PORTFOLIOS: Source: Bloomberg, Artemis, Fundstrat Source: Bloomberg, Artemis, Fundstrat PLEASE SEE END OF NOTE FOR COMMENTARY ON PORTFOLIO CHANGES BENEFIT OF THE DOUBT The market...
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Sector Allocation
April 2026 Sector Allocation Update
Please CLICK HERE to download the sector allocation report in PDF format. MARKET RECAP One could argue that March was a disappointing month for equity...
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First to Market
Memory Stock Are Once Again Surging to The Moon
CHART OF THE DAY GOOD MORNING! Well, that didn’t last long. Just as fast as they had stumbled, memory stocks have ripped higher, wiping a...
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Macro Minute Video
Video: Macro Minute: The de-escalation of the US-Iran war strengthens the case the "bottom is in"
VIDEO_: _We discuss how the end of March 2026 saw a change in market behavior as stocks rose while oil rose. Meaning stocks rose even...
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First to Market
This Oil Shock Will Be Unlike The 1970s - in a Good Way
CHART OF THE DAY GOOD MORNING! There’s one big reason why I believe this oil shock won’t lead to the same 1970s-style inflation spiral that...
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Daily Technical Strategy
S&P should be heading back to new highs along with Gold, while DXY, Crude could decline meaningfully
NOTE: Due to overseas travel this week, the publishing schedule will be erratic and might be postponed for one or more nights. I'll make the best...
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Daily Technical Strategy
Technical Strategy 04/07/2026
NOTE: Due to overseas travel this week, the publishing schedule will be erratic and might be postponed for one or more nights. I'll make the best...
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Crypto - Comments
TACO Tuesday, Eyeing Near-Term Continuation
DISCUSSED IN TODAY'S VIDEO:GEOPOLITICS EASE, RISK ASSETS RESPOND: We received very constructive news post-market close, with the US and Iran agreeing to a two-week ceasefire....
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