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
Quarter Ending December 31, 2024. A large drop in Net Investment Income raises concerns for future dividends. We pore over the details of the latest earnings.
GOOGL sold off after earnings - is this the beginning of the top? We deep dive into its fundamentals, valuation, and price technicals.
China issues deepen. Mac, iPad, and Services outperform. The stock is very tradable despite high valuations.
BTC, ETH, SOL, XRP, COIN, RIOT: a brutal selloff after tariffs kicked in for Canada, Mexico, and China, but Trump played reverse uno at the stock market open on Monday. Where do we go from here?
January started off positively, as the S&P 500 hovers just below its all-time-high. What does this mean for the rest of the year? Plus the all-important February Seasonality for SPY, QQQ, IWM.
An interest rate review after January FOMC and PCE data. Thoughts on tariffs, Treasury issuances, 10-year UST Yield, TLT.
No Pay Wall, But Please Do Share. The First Buddy Gets A Pardon.
![Nonfarm Payrolls Review, CPI Preview, Powell Testimony, TLT Analysis [No Paywall]](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/09eb23ff-8321-40a6-bd2a-13b18f991b64/unnamed.png)
