Prices as of 2026-06-05 16:20:43 ET
Ticker Appearances
First Word
Several key milestones in June, including SpaceX IPO and first Fed Chair Warsh meeting
As we close out the first week of June, the S&P 500 is basically flat for the week, and up 11% YTD. We continue to...
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Crypto - Comments
Strategy Sells BTC, Perpetual Futures Moving Onshore Expands HYPE TAM, Tactical Setup Improving for Majors
TICKERS IN THIS VIDEO: BTC 1.63% ETH 1.86% SOL 1.25% HYPE -2.12% PURR -0.85% STRC -2.54% MSTR -7.49% COIN -7.25% HOOD -7.11% IBIT -5.72% ______________________________ PS: If you are enjoying our service and its evidence-based...
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Crypto - Comments
Crypto Struggles Despite Favorable Macro, HYPE Supply Overhang Fading, Still Favor Flexibility + Leaning Into Winners
TICKERS IN THIS VIDEO: BTC 1.63% ETH 1.86% SOL 1.25% HYPE -2.12% STRC -2.54% IBIT -5.72% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Crypto - Comments
IBIT Block Sale Weighs on BTC Relative Performance, HYPE Defends Level Ahead of $570 Million in Potential Sell-Side Flows, Leaning Into Miners (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC 1.63% HYPE -2.12% PURR -0.85% STRC -2.54% MSTR -7.49% IBIT -5.72% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us...
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First Word
The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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First Word
$NVDA results good enough. FOMC minutes hawkish bias if inflation persists. Equities show impressive resilience
Equities are essentially flat for the week, a sign of impressive resilience considering oil is still near multi-decade highs and interest rates are at 1-year...
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First Word
The stocks working in 2026 deliver things that are scarce = market makes sense. Still see a 3-phase market in 2026.
The S&P 500 registered a new high today (7,273 intraday high) and we continue to see positive risk/reward. While some investors remain wary and even...
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First Word
Adding Software $IGV to top sector ideas along with $MAGS $IBIT $ETHA. If correct, private credit risks diminishing
The S&P 500 is up +0.6% so far this week, impressive considering the stalled progress on US-Iran talks and the fact that oil is up...
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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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First Word
4 takeaways from Kevin Warsh Senate Confirmation Hearings
VIDEO_:_ We discuss the 4 takeaways from the Senate confirmation hearings. Kevin Warsh will be making some notable changes it seems. Please click here to view our Macro...
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First Word
Several key milestones in June, including SpaceX IPO and first Fed Chair Warsh meeting
As we close out the first week of June, the S&P 500 is basically flat for the week, and up 11% YTD. We continue to...
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First Word
The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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First Word
$NVDA results good enough. FOMC minutes hawkish bias if inflation persists. Equities show impressive resilience
Equities are essentially flat for the week, a sign of impressive resilience considering oil is still near multi-decade highs and interest rates are at 1-year...
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First Word
The stocks working in 2026 deliver things that are scarce = market makes sense. Still see a 3-phase market in 2026.
The S&P 500 registered a new high today (7,273 intraday high) and we continue to see positive risk/reward. While some investors remain wary and even...
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First Word
Adding Software $IGV to top sector ideas along with $MAGS $IBIT $ETHA. If correct, private credit risks diminishing
The S&P 500 is up +0.6% so far this week, impressive considering the stalled progress on US-Iran talks and the fact that oil is up...
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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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First Word
4 takeaways from Kevin Warsh Senate Confirmation Hearings
VIDEO_:_ We discuss the 4 takeaways from the Senate confirmation hearings. Kevin Warsh will be making some notable changes it seems. Please click here to view our Macro...
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First Word
Still fuel in the tank for a rally... retail investors still on sidelines, potentially creating upside for $IGV #ETH #BTC $MAGS and $IWM.
Equity markets continue to have positive follow through after reaching all-time highs. This is positive and for reasons we highlight below, we believe there is...
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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: Uptober intact and positive catalysts this week including FOMC. Stay OW MAG7 and Crypto into YE
Video_: _Uptober remains intact, and there are positive catalysts this week as Fed FOMC Oct rate decision is Wed and on Thu Trump-Xi meet. As...
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Crypto - Comments
Strategy Sells BTC, Perpetual Futures Moving Onshore Expands HYPE TAM, Tactical Setup Improving for Majors
TICKERS IN THIS VIDEO: BTC 1.63% ETH 1.86% SOL 1.25% HYPE -2.12% PURR -0.85% STRC -2.54% MSTR -7.49% COIN -7.25% HOOD -7.11% IBIT -5.72% ______________________________ PS: If you are enjoying our service and its evidence-based...
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Crypto - Comments
Crypto Struggles Despite Favorable Macro, HYPE Supply Overhang Fading, Still Favor Flexibility + Leaning Into Winners
TICKERS IN THIS VIDEO: BTC 1.63% ETH 1.86% SOL 1.25% HYPE -2.12% STRC -2.54% IBIT -5.72% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us...
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Crypto - Comments
IBIT Block Sale Weighs on BTC Relative Performance, HYPE Defends Level Ahead of $570 Million in Potential Sell-Side Flows, Leaning Into Miners (Portfolio Rebalance)
TICKERS IN THIS VIDEO: BTC 1.63% HYPE -2.12% PURR -0.85% STRC -2.54% MSTR -7.49% IBIT -5.72% ______________________________ PS: If you are enjoying our service and its evidence-based approach, please leave us...
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First Word
The 5 challenges we see for incoming Fed Chair Warsh in his first 100 days.
VIDEO_:_ We discuss the 5 challenges in the first 100 days for incoming Fed Chair Kevin Warsh. The economy is strong, but we know there...
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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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First Word
4 takeaways from Kevin Warsh Senate Confirmation Hearings
VIDEO_:_ We discuss the 4 takeaways from the Senate confirmation hearings. Kevin Warsh will be making some notable changes it seems. Please click here to view our Macro...
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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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Crypto - Comments
Finally Some Geopolitical Relief, But Today's Bounce Lacked Juice
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Constructive Setup Holds Despite Today’s Perp-Driven Pullback
DISCUSSED IN TODAY'S VIDEO:Positioning has reset materially with oversold BTC readings, capitulation in IBIT and MSTR, negative funding and declining open interest, improving U.S. spot...
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Macro Minute Video
Video: Macro Minute: Uptober intact and positive catalysts this week including FOMC. Stay OW MAG7 and Crypto into YE
Video_: _Uptober remains intact, and there are positive catalysts this week as Fed FOMC Oct rate decision is Wed and on Thu Trump-Xi meet. As...
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