Signal From Noise
Soft Power, Hard Returns
This July, the Pew Research Center reported a startling finding: in a poll of roughly 42,000 people in 36 countries, China is now viewed more...
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Daily Technical Strategy
Materials sector in focus following Treasury-fueled surge back to new all-time highs
THE BIG TAKEAWAY FOR THIS WEEK CENTERED AROUND THE TREASURY DEPARTMENT'S DOUBLING OF ITS BUYBACK PROGRAM, WHICH HELPED TO JUICE CRYPTOCURRENCIES, METALS AND MINING STOCKS,...
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First Word
The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Macro Minute Video
Video: Macro Minute: The AI downstream trade continues to strengthen, particularly crypto. We look at equities most highly correlated to ETH and BTC. We also still expect S&P 500 7,900-8,000 by month-end
VIDEO_:_ The AI bottleneck story is stalling as data center opposition is now resonating with voters. This probably explains why crypto, particularly Ethereum, has been...
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Daily Technical Strategy
SPX's pullback into the June peaks above 7600 is an attractive area to buy dips
NEAR-TERM EQUITY TRENDS HAVE NOW UNDERGONE NEARLY FIVE DAYS OF CONSOLIDATION, AND THIS REMAINS A SHORT-TERM TECHNICAL PULLBACK VS. THE START OF ANYTHING LARGER FOR...
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Crypto - Comments
Treasury Doubles Down on YCC-Lite Signal, Spot Flows Appear to Be Supporting the Rally Post-Squeeze, SOL Has an Overlooked Weekend Catalyst
TREASURY DOUBLES DOWN ON YESTERDAY’S SIGNAL Crypto continued to rally today despite a more challenging backdrop across traditional markets. Equities traded lower and yields retraced...
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Crypto - Comments
Treasury Signals Willingness to Engage in YCC-Lite, Could Provide Tailwind into YE, HYPE/PURR Lead on News of U.S. Regulatory Progress
TREASURY BUYBACKS SPARK A MAJOR CRYPTO RALLY Crypto finally delivered the volatility we have been waiting for. BTC rallied roughly 7%, ETH gained close to...
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Macro Minute Video
Video: Macro Minute: Treasury debt buys + White House trigger second largest ever short liquidation in crypto = affirming AI downstream trade
VIDEO_:_ We discuss how a combination of factors triggered a +25% rise in Ethereum and +12% rise in Bitcoin. Crypto remains an AI downstream trade,...
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Daily Technical Strategy
Easing liquidity concerns could carry SPX and QQQ to new all-time highs into Jackson Hole
NEAR-TERM US EQUITY TRENDS REMAIN POSITIVE, AND TODAY'S TREASURY MOVE HELPED TO SOLIDIFY RISK ASSETS, EVEN IF THE MICRO-TREND FOR US EQUITIES REMAINS CHOPPY. THE...
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Crypto - Comments
SEC Proposal Looks Constructive but Crypto Fails to React, Data Center Political Risk Broadens, Broader Positioning Remains Crowded
SHORT COVERING STILL APPEARS TO BE DRIVING MUCH OF BTC’S STRENGTH Crypto held up relatively well today given the weakness across technology, and BTC briefly...
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