Four Reasons Last Week was Better than it...
What’s in Today’s Report: Four Reasons Last Week was Better than it Seemed for Markets, Is the Consumer Holding Up and How Hawkish Is...
Monthly Bitcoin and Crypto Update & Outlook
What’s in Today’s Report: Monthly Bitcoin and Crypto Update & Outlook and Futures are little changed following a mostly quiet night of news.
Examining the Most Important Headline This Week (It’ll...
What’s in Today’s Report: Examining the Most Important Headline This Week (It'll Surprise You) and Futures are slightly higher.
August MMT Levels: S&P 500 Chart
What’s in Today’s Report: August MMT Levels: S&P 500 Chart and The SPX-VIX Ratio Has Entered Dangerous Territory.
August Market Multiple Table Update
What’s in Today’s Report: August Market Multiple Table – Enough Positives to Continue to Support Elevated Multiples and more...
Putting New Highs in the Right Context
What’s in Today’s Report: Putting New Highs in the Right Context and Weekly Market Preview: Does the “Chase” Continue?
Jobs Day
What’s in Today’s Report: Jobs Day, Equity Risk Premium Part 2: Index Deep Dive and Futures are slightly higher this morning.
Are Cloud Companies Next Up in the AI...
What’s in Today’s Report: Are Cloud Companies Next Up in the AI Infrastructure Boom? Jobs Report Preview (Too Hot Worse than Too Cold).
Did Situational Awareness and Earnings Eliminate Tech Concerns?
What’s in Today’s Report: Did Situational Awareness and Earnings Eliminate Tech Concerns? JOLTS Data Takeaways – Goldilocks Labor Report.
Why Yen Intervention Matters to Markets
What’s in Today’s Report: Why Yen Intervention Matters to Markets and ISM Manufacturing PMI Takeaways and more...