Liquidity Update, plus charts on TSLA, CRM, ADBE, PLTR, AMD, SHOP, NFLX
Plus latest metrics across ARCC, OBDC, BXSL, FSK, MAIN, GBDC, HTGC, FDUS
We review Meta's (META) latest earnings, preview Nvidia's (NVDA) upcoming earnings event, and examine the price technicals of Tesla (TSLA), Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN)
We examine the latest FOMC projections and yield curves, plus SPY, QQQ, IWM valuation and price technical analysis
We examine the key drivers of KWEB, as well as the fundamentals, valuation, and price technicals of Alibaba (BABA)
A detailed update on Coinbase earnings (COIN), the path for Bitcoin (BTC), and price technicals for Ether (ETH), Solana (SOL), Ripple (XRP)
We cover the latest price development in oil, a review of SLB earnings, and chart updates of USO, SLB, FANG
Gold displayed a straight line to new highs. Is the move sustainable? Will Silver follow?
A full breakdown of this morning's CPI data, the rates market repricing of the FOMCs, TLT's price action, plus detailed technical analysis of AAPL, NVDA, TSLA, AMZN, MSFT, GOOGL, META
We walk through Friday's labour market data, with an analysis of the current FOMC pricing, Wednesday's CPI, Powell's script, and TLT's price technicals.
Overall revenue slows, but AWS keeps pace. Our valuation and price technicals review suggests opportunities ahead.
How we cover Macro, Mag-7, Gold, Crypto, China, Energy, BDCs, Software, Consumer, and Financials
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