We examine the business fundamentals, valuation, and price action of NDAQ, with a trade idea suggestion (not yet triggered).
Combining Rates, Equities, Single Name Stocks, Private Credit, Gold, Bitcoin
Key seasonality data for SPY, QQQ, IWM this January
We examine closely Bitcoin (BTCUSD), Coinbase (COIN), Ether (ETHUSD), Solana (SOLUSD), Ripple (XRPUSD)
Key charts for Gold in December.
Key charts for Fed Liquidity, Global M2, and Equities and Yields correlations
Key charts for BDCs in December 2024
An overview of Sector ETF returns, valuation, and style performance
We look at SPY, QQQ, IWM price technicals, P/E valuation, shareholder yield, and fund flows
Fed Funds, SOFR 3M, US Treasuries, Inflation Expectation, Oil, and TLT price chart.
Key charts from the latest FOMC, Fed funds futures
Key charts for the US Nonfarm Payrolls, CPI, PCE released in December 2024
