Jobs Report Reset the Course
Is Soft-Landing still the base case?
'Here for Longer' Regime
Will the rally in stocks continue?
Cautious Optimism Going into CPI
Market Resurgence
Fed's Dovish Stance Meets Consumer Sector Weakness
Bracing for the Fed
Market Note (March 4th)
Weekly Market Recap (Mar 1st)
Feb 28th Market Note
Market Note (Feb 23)
Market Note (Feb 22nd)
Market Note (Feb 21)
Market Note (Feb 20th)
Weekly Market Recap (Feb 16th)
Feb 12th Morning Note
Feb 8th Morning Note
Feb 7th Morning Note
Feb 5th Morning Note
Feb 2nd Morning Note
Jan 31 Morning Note
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Jan 25th Market Note
Jan 23rd Morning Note
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Jan 19th Morning Note
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Jan 16th Morning Note
Jan 12th Morning Update
Jan 11th Morning Update
Three Key Takeaways from SEC's Bitcoin ETF Approval
Jan 10th Morning Update
Jan 9th Morning Update
Jan 8th Morning Update
Jan 4th Morning Update
Jan 3rd 2024 Morning Update
Jan 2nd 2024 Morning Update