Daily Sevens Report Preview.
Monthly Bitcoin & Crypto Update (June)
What’s in Today’s Report: Monthly Bitcoin & Crypto Update (June), Futures are tentatively higher and more...
With Inflation and AI Spending, It’s All About...
What’s in Today’s Report: With Inflation and AI Spending, It’s All About Sustainability, Two of the “Big Three” Economic Reports This Week.
Micron Earnings – The Evolution of the AI...
What’s in Today’s Report: Micron Earnings - The Evolution of the AI Trade and Futures are lower led by tech as a global selloff...
New ETFs to Watch (Recent Releases)
What’s in Today’s Report: New ETFs to Watch (Recent Releases), and Futures are moderately higher following blowout Micron earnings.
The Real Reason Behind the AI/Tech Selloff
What’s in Today’s Report: The Real Reason Behind the AI/Tech Selloff and Composite PMI Takeaways – A Goldilocks Print.
SpaceX Thoughts: TSLA on Steroids
What’s in Today’s Report: SpaceX Thoughts: TSLA on Steroids and Futures are lower, led by tech (Nasdaq futures down ~3%).
Market Update: Trading One Source of Uncertainty for...
What’s in Today’s Report: Market Update: Trading One Source of Uncertainty for Another, Another Test for AI Enthusiasm, and more...
What the Warsh Fed Means for Markets
What’s in Today’s Report: What the Warsh Fed Means for Markets (Hawkishness vs. Uncertainty) and Futures are bouncing solidly.
Why Are “AI Stocks” Trading at Such Low...
What’s in Today’s Report: Why Are AI Semiconductor and Memory Stocks Trading at Such Low Multiples? Ask ORCL (The Bear Case).
Another Busy Week (Geopolitics and the Fed)
What’s in Today’s Report: Weekly Market Preview: Two Headwinds Possibly Removed? U.S./Iran War and Fed Rate Hikes and more...