Chinese Exceptionalism. The only way has been up for Chinese stocks.
We pore through liquidity, seasonality, correlation, and ETF sentiment analysis for Bitcoin, with charts for ETH, SOL, XRP, MSTR, and COIN.
Fed Liquidity, Bonds, FOMC projections, TSLA, NVDA, META, GOOGL, AMZN, AAPL, MSFT valuation and chart analysis
When does the pain end? A nonchalant take on Trump's strategy, interest rates trajectory, market sentiment, and valuations.
Ahead of CPI. We chart PLTR, NFLX, UBER, CRM, ADBE, SNOW, CRWD, SHOP
Will CPI cool more than expected? Gold and Silver show resilience in selloff.
Latest metrics across ARCC, OBDC, BXSL, FSK, MAIN, GBDC, HTGC, FDUS
Strategic Bitcoin Reserve, BTC, ETH, SOL, XRP, COIN, MSTR, Updates
A weekly review of TSLA, NVDA, META, GOOGL, AMZN, AAPL, MSFT in terms of their valuation, volatility, and price technicals
Will the labour market worsen? How will rates and stocks respond on Friday and beyond?
Will USO drift lower given OPEC+ news? How was FANG's latest earnings? What does BEP offer as an oil alternative?
Trump imposes more tariffs, while China awaits further stimulus announcements.
