Jay’s monthly discusses the record-breaking real rate move, are we seeing the move from tech into growth and the fed not believing 2022 is like 2018. And of course Jay breaks down his Global Risk Nexus.

1. Who Will It Be? - US President Joe Biden has confirmed that he will be appointing a black woman to the top US court for the first time in history as Justice Breyer bids farewell. 2. Oh No You Didn't... - Japan’s most popular snack falls victim to global inflation as it encounters its first-ever price hike 3. Psst... Could You Help Us Out? - EU to request Azerbaijan for additional gas supplies as fears of the Russia conflict becomes increasingly realistic.

As we end this turbulent week, Doug is looking at some consumer names. He breaks down the charts for Warby parker, Buckle and On Holding.

Strategas Research Partners | Aired 2022-01-27 Scott Duxbury sits down with Ryan Grabinski, Managing Director of Investment Strategy Research at Strategas Research Partners to discuss the launch of their Macro Thematic Opportunities ETF, Ticker: SAMT.

Strategas Research Partners | Aired 2022-01-26 Scott Duxbury sits down with Courtney Rosenberger, Managing Director of Policy Research at Strategas Research Partners to discuss the launch of their Global Policy Opportunities ETF, Ticker: SAGP.

Tigress Financial reiterates a Strong Buy rating and increases its 12-month target price to $168 as AKAM continues to evolve into a leading cybersecurity provider.

This week covers recent Crypto volatility, is Solana losing its shine, the Texas Bitcoin mining gold rush and what does MiamiCoin bring to the city?

Alpha Insights address these volatile moves in the market and lay out a game plan on how things look to pan out. Are we near a bottom? How is investor sentiment? Going into earnings with some big names, what to expect with #MSFT, #AAPL?

Scott Duxbury sits down with Nicholas Bohnsack, President & Chief Operating Officer of Strategas Research Partners to discuss their launch of two new and exciting global policy ETF's, Global Policy Opportunities, Ticker: SAGP and Macro Thematic Opportunities, Ticker: SAMT, both of which focus on policy outcomes.

SMI indicated a sell-off in early January, with an overall weakness to the month. Have we hit a short-term low? Where do we go from here?

Ironsides Macroeconomics | Aired 2022-01-24 Barry Knapp is back this week with his unique macro analysis and insight. This week's themes: 1. Risk Off 2. Slowing, Not Slow Growth 3. A Lower Fed Put Strike 4. Bills Only Policy 5. China Eases, So What? Charts 1. Measures of Risk 3:37 2. S&P 500 Capex 5:20 3. HH Net Worth 6:38 4. Mortgage Spread 10:00 5. Chinese Corporate Sector 10:57

Tigress reiterates their Buy rating on VZ and increase our 12-month target price to $68 as accelerating momentum in wireless and broadband will drive further share price gains.

Jay has been inspired by the Netflix Bruce Lee documentary. Friday morning he spoke with Bloomberg TV host John Ferro to talk about the “Look to the East” them he has been pushing. We dig into the fed comments and the tech correction and what the move in Netflix means to the market.

1. The Long-Awaited Announcement - The Fed kicks off debate on issuing its own digital currency 2. Take. My. Money. - New York Mayor Adams to receive his first paycheck in the form of cryptocurrency 3. We've Got Your Back - New Zealand ship arrives with life-saving water supplies for parched Tonga

Doug Busch is looking at the consumer staples as investors start to look at defensive names. He breaks down the charts for CVS, Anheuser-Busch InBev, and Costco.

Tigress has reiterated their Buy rating on AT&T and increase its 12-month target price to $41 as ongoing subscriber growth and a resilient business model continue to drive increasing cash flow and long-term shareholder value creation.

Unicus Research LLC | Aired 2022-01-20 Unicus Founder & CEO, Laks Ganapathi kicks off a four-part series digging deeper into the ESG universe starting with the Environment. She sits down with L. Burke Files, Head of Forensic Analysis for Unicus Research LLC to discuss the ESG challenges of clarity, measurement, and sustainable progress.

What is the story with the weakness in Bitcoin? Bank of America picks Solana; the crypto advertising world under scrutiny and some big news from PlannerDao.

Ironsides Macroeconomics | Aired 2022-01-18 Barry Knapp is back this week with his unique macro analysis and insight. This week's themes: 1. Markets Recap & Outlook: Earnings Good, Fed Bad 2. Inflation: Correlation is not Causation, But… 3. Earnings Preview: Peak Margins? Charts: (1:34) CPI (4:58) Retail Sales (7:23) Inflation Correlation (8:44) Atlanta Fed Wage Differential (9:45) S&P 500 Profit Margins

Deaglo 3 Things – Unicorns, Indian Telco Troubles, Canadian Covid Tax 1 Unicorns: A Rarity No More - 2021 saw UK set a unicorn record, as London start-ups attract record venture capital funding 2 An Industry Giant's Public Facade - Vodafone Idea, one of the oldest and third-largest players in the market, approved a state bailout this week to stave off an imminent collapse. 3 A 'One of a Kind' Tax - Quebec's latest health tax for unvaccinated residents spark fierce Covid debates

Jay’s Weekly Musings – Look to the East It’s happy birthday for TPW Advisory and Jay looks at this week’s volatility along with the CPI print and a dovish looking Fed. What does it all mean?

John and Brendan are joined by Loren Smith of Skyline Policy Risk Group. They take a look at the inflation numbers, the impact of the supply chain issues, and how companies are addressing the geopolitical risk and reliance on China.

New Constructs provides unrivaled insights into the fundamentals and valuation of private & public businesses. Combining human expertise with NLP/ML/AI technologies, the firm’s research shines a light in the dark corners (e.g. footnotes) of hundreds of thousands of financial filings to unearth critical details that drive uniquely comprehensive and independent debt and equity investment ratings, valuation models and research tools.

Brian Pellegrini and David Trainer discuss the yield curve, EV’s and their valuations and the flip side of Greenwashing, and the upside in some out-of-favor oil stocks.

Adam and Mehdi talk about Bitcoin volatility, internet outages constricting mining in Kazakhstan, increased burn rate in Ethereum with NFT volumes hitting record highs; and will Ethereum lose its status as the go-to blockchain for de-fi?

Alpha Insights | Aired 2022-01-11 Jeff Huge, Chief Investment Officer of JWH Investment Partners and creator of Alpha Insights kicks off 2022 with his weekly playbook for January 11. The Rundown 1. Are Treasury Yields breaking out? 2. What does the Cycle Composite Roadmap look like? 3. Archer Daniels Midland looking strong while OKTA, not so much. This along with Jeff's great technical analysis: 4. Trend Analysis Still Bullish 5. Preferred Elliott Wave 6. Alternate Elliott Wave 7. S&P Internals Improving 8. Investor Sentiment Neutral 9. Sector Leaders: Value Well Bid 10 Top Trade Ideas. Charts ADM, OKTA

Jay’s first video of 2022, and his monthly review is titled: The Fog Lifts. He breaks down the TPW Advisory Global Risk Nexus which involves climate, economics, politics, policy, and markets.

Top independent research providers from around the world look back at 2021 performance and ahead to what will they think will drive 2022, with introductory remarks from Mark Loehr, CEO of OpenExchange.

Column E and Nucleus195 look at the ICR and JPM Healthcare conferences this week and who could be the winners. They look at the upcoming TPG IPO and the love for MGM Resorts and as always look at some earnings including Tilray and banks reporting Friday.

Tigress Financial reiterates a Buy rating on CSCO and initiates a Street high12-month target price of $73 as it is well-positioned to benefit from increasing enterprise IT spending and innovation.

John and Brendan kick-off 2022 discussing the jobs numbers, the Fed, and of course China.

Chartsmarter’s first video for 2022 looks at the charts of Oracle (ORCL), Pure Storage (PSTG), and Photronics (PLAB).

Adam and Mehdi are back and they talk about what will be hot in 2022, the price of bitcoin, and what is a DAO?

Alpha Insights | Aired 2022-01-04 Jeff Huge, Chief Investment Officer of JWH Investment Partners and creator of Alpha Insights kicks off 2022 with a chock-full and in-depth weekly playbook. This week’s topics include Christmas sentiment for the bulls vs the bears, Strategic Risk Allocation, Long Term Momentum, Volatility, Global Debt, Investor Sentiment, Serious concerns for earnings growth, Inflation, Sector Rotation into Basic Materials and so much more. Playbook Rundown: 1. (2:28) Strategic Risk Allocation 2. (4:25) Long Term Momentum: Diverging 3. (5:22) 7 Year Cycle: 2022 is a Schmita 4. (6:46) Elliott Wave Analysis: Nearing the Top 5. (8:08) Market Participation: Narrow 6. (8:58) Advance - Decline Lines 7. (9:45) S&P Market Internals: Remain Weak 8. (10:32) Volatility 9. (11:22) Investor Sentiment: Optimistic 10. (12:35) Big Changes in Earnings Growth 11. (13:36) Inflation’s 40YR High 12. (15:07) Global Debt 13. (16:40) Sector Leadership Analysis: Basic Materials 14. (18:41) Developed vs. Emerging Markets 15. (19:46) Bitcoin 16. (21:09) Top Trade Ideas 17. (21:22) Ford 18. (22:26) Arlo 19. (23: 20) Apple

Tigress FP reiterates a Buy rating on INTC and increases their 12-month target price to $72 per share as ongoing investment in processor development will drive increasing industry competitiveness, and the announced IPO of Mobileye creates a significant upside catalyst.

Ironsides Macroeconomics | Aired 2022-01-03 Barry Knapp kicks off 2022 with his keen macro analysis and insight. This week's themes: 1. Markets Recap 2. Inflation, Earnings & Capital Investment 3. Macro Preview Charts (5:33) S&P Operating Leverage (6:25) S&P Cap Spending Plans (6:40) S&P Capital Allocation

The penultimate show is all over the growth in Stablecoin, the Bank of England and their rules, Dune analytics, and a wrap-up with NFT's and of course some SEC chatter!

Alpha Insights | Aired 2021-12-21 Is Long-term momentum diverging? Is the 7-year cycle on a path towards a sabbatical and what does a bullish trend analysis mean for investor sentiment? These questions, along with Jeff’s top trade ideas; STZ (Constellation) and THO (Thor) are on tap for this week’s year-end publication of Alpha Insights Weekly Playbook. Charts: (2:29) Long-term Momentum Diverging (4:45) Is the 7-Year Cycle on Sabbatical? (7:53) Trend Analysis: Still Bullish (9:58) Preferred Elliott Wave Count (11:47) Alternative Elliott Wave Count (12:51) S&P 500 Internals (14:57) Investor Sentiment (17:33) Sector Leadership (18:26) Top Trade Ideas (18:36) Constellation (STZ) (19:16) Thor (THO)

Ironsides Macroeconomics | Aired 2021-12-20 Barry Knapp wraps up 2021 with his year-end macro analysis and insight. This week's themes: 1. Growth & Earnings 2. The Third Tailwind – Reflation 3. Policymakers Partying Like Its 1965 4. Stocks are Rich, Bonds Are Richer Charts 1. Summary of Economic Projections FOMC (7:21) 2. Consumer Price Index (9:30) 3. Real Rates (10:52) 4. Fed Policy Proxy (11:56) 5. S&P 500 Fundamentals (12:46) 6. ERP & Earnings (13:31)

Jays last video with us for 2021 breaking down his musings, “The Bend But Don’t Break Market” reflecting on a volatile week for markets. His call on the Fed last week was on the money and he looks at the impact from Omicron and what it could mean for 2022.

Markets Policy Partners talk about the Fed decision, commentary, and market impacts. China, the Omicron variant, and of course time to talk Turkey!

Tammy is talking about Deaglo’s 3 Things for Singapore. 1. But it was my birthday. Dutch royal family regrets holding party amid a surge in Covid cases 2. Don't worry, you still got me - Putin assures Xi he will go to Winter Olympics amidst boycott from other world leaders 3. Bye bye Brazilian beef - Supermarkets drop Brazilian beef products linked to deforestation

Doug Busch is with us for his last insights with Nucleus195 for 2021. He is looking at biotech names Novavax, Incyte, and Aurinia.

Alpha Insights | Aired 2021-12-14 Alpha Insights, Jeffrey W. Huge is back with his weekly playbook. Jeff offers his keen insight on the following; Paper vs. Hard Assets, FOMC Meeting, Rising Rates, S&P 500, Preferred vs Alternative Elliott Wave Count, Investor Sentiment, a Positive Outlook into 2022, and his top trade ideas; CHD and UBER . Charts: (1:59) Paper vs. Hard Assets (3:47) Rising Rates Represent a Key Risk (6:25) Market Analysis (7:27) Preferred Elliott Wave Count (8:23) Alternative Elliott Wave Count (9:57) S&P 500 Internals (11:25) Investor Sentiment (12:54) Sector Leadership (14:10) Top Trade Ideas (15:02) Church & Dwight (CHD) (15:42) Uber (UBER)

Ironsides Macroeconomics | Aired 2021-12-13 Barry Knapp is back with his four Macro Themes for the '20s Cycle: (0:48) 1. ‘60s or ‘70: Length of the Cycle 2. The End of US Equity Market Outperformance? 3. Power to the People: The implications of a recovery in labor share of income 4. The Natural Rate of Interest: Structurally higher bond market volatility Charts: Business Cycles & Inflation 3:42 Marginal Costs & Margins 5:11 Global Financials ROA 7:07 New Business Creation 8:59 Nonsupervisory AHE 11:10 Labor Slack Index 11:35 The Real Effect of QE 14:01 Real Rate Curves 15:46

Jay's musings this week are titled: Sell the Rumor, Buy the News and we dig into the pain trade. Factoring in Omicron, the Fed, and inflation, are there any changes to his model portfolio?

Looking at the widely anticipated inflation number, what does it all mean for the road ahead? Taper speed, Omicron backdrop, and what will the Fed do next? Is the can being kicked on the debt ceiling again?

Tigress Financial initiate research coverage on RIVN with a Buy rating and a 12-month target price of $147 as its innovative and exciting product line, ancillary services, and accessories offerings enables investors to participate in the ongoing electrification of the global auto industry and along with its partnership with Amazon to create a compelling investment opportunity.

Deaglos’s 3 Things 1: Alexa, what's happening?? - Amazon Web Services outage crashes multiple services 2: 'Three' is the golden number - Chinese editorial says Communist party members having three children is compulsory 3: The black hawks are in - Australia ditches European helicopters for American Black Hawks, and risks angering France once again

Chartsmarter is looking at some healthcare names – Pfizer (PFE), Horizon Therapeutics (HZNP), and Vertex (VRTX).

Bitcoin volatility, the role Bitcoin futures play in this, and leverage. How is India really looking at regulation and what will the US do for their part in managing the Crypto World!

Alpha Insights | Aired 2021-12-07 Alpha Insights, Jeffrey W. Huge is back with his weekly playbook. Jeff offers his keen insight on the following; Cathie Wood ARK Innovation ETF, S&P 500, Preferred vs Alternative Elliott Wave Count, Investor Sentiment, CNN Fear and Greed Index, and his top trade ideas; Edison Int'l (EIX) and Match (MTCH). Charts: (2:04) ARK Innovation ETF (5:00) Market Analysis (7:24) Preferred Elliott Wave Count (9:30) Alternative Elliott Wave Count (10:36) S&P 500 Internals (12:14) Investor Sentiment (13:36) CNN Fear and Greed Index (14:50) Sector Leadership (16:08) Top Trade Ideas (16:40) Edison Int'l (EIX) (17:25) Match Corp (MTCH)

Ironsides Macroeconomics | Aired 2021-12-06 Barry Knapp is back with his 2022 Outlook on the following key themes: 1. Liquidity Trickle – Markets Outlook 2. Persistent Pandemic Effects – Economic Outlook 3. Inflation Policy & Politics – Policy Outlook 4. Another Difficult Year for the 60/40 Model – Asset Allocation Outlook Charts: (3:04) TGA (5:35) Bank Cash Asset Ratio (8:50) Service Sector Capex Plans (10:35) Labor Reallocation (11:05) UMich Sentiment (13:30) HH Net Worth (16:05) LBJ’s Inflation

Jay’s first TPW update in almost two years focuses on The Age of Speed – Covid Speed, Climate Speed and Analytical Speed & how it is likely to accelerate the process of regional integration in the Tri Polar World of Europe, Asia and The Americas.

Deaglo 3 Things with Tammy and Scott look at Grab the Spotlight! - Grab makes its stock market debut on New York's Nasdaq trading platform. The Silent Lurker - The Omicron variant as likely been circulating longer than thought, experts say Who Runs the World? GIRLS! - Honduras votes in first female president

Tigress Financial reiterates a Strong Buy rating on GOOGL and raises their 12-month target price to $3,540 as its increasing AI-first focus is driving greater product functionality and significant growth opportunities.

Chartsmarter is looking at some consumer names discussing the charts of Figs Inc. (FIGS), DR Horton (DHI) and General Motors (GM).

Tigress Financial reiterates a Buy rating on NVDA and raises their 12-month target price to $400 as ongoing strength in Data Center and Gaming highlight how it will power the Omniverse.

Alpha Insights | Aired 2021-12-01 Alpha Insights, Jeffrey W. Huge is back with his in-depth December Review and Outlook. Jeff offers his keen insight on the following themes; Strategic Risk Allocation, Cycle Composites, Technicals, US Large/Small Cap, Volatility, Market Participation, Bitcoin, Sector Rotations into Tech, along with his Top Trade Ideas WW Grainger (Bullish GWW) and Pinduoduo (Bearish PDD). Charts: (2:11) Strategic Risk Allocation (3:16) 2021 Cycle Composite: Volatility (6:37) Elliott Wave Analysis (8:35) US S&P Large Cap 500 / Small Cap 600 Index (10:35) Global Asset Class Leadership (12:15) Market Participation Collapse (13:43) Advance - Decline Line: Breakdown (14:28) S&P 500 Internals: Remain Weak (15:44) Investor Sentiment: Optimistic (16:44) Volatility: VIX Rising (18:03) Growth and Earnings: Estimates Peaking (19:56) Economic Cycle Model: Peaking? (21:45) Sector Rotation (22:00) US Cap Weight Sector Leadership (22:31) Technology Stock Rotation (24:25) MSCI Foreign Market Leadership (25:40) Macro Asset Leadership (27:35) Bullish on WW Grainger (GWW) (28:28) Bearish on Pinduoduo ADR (PDD)

Adam and Mehdi are on the Bitcoin price, TrueLayer's recent funding round, and the other bridge to fiat currencies. The launch of Hivemind and of course a look at India's shake-up on Bitcoin and Ethereum.

Ironsides Macroeconomics | Aired 2021-11-29 Barry Knapp is back this week offering his keen insight on why tighter monetary policy remains the bigger risk to investors than the latest Covid variant. Stay tuned for details regarding an upcoming appearance on CNBC, Monday afternoon November 29, 2021, and Barry's upcoming 2022 Outlook, Thematic Investing Outlook, and 2021 Year in Review. Charts: (3:06) GDI Gross Domestic Income (7:17) Measures of Risk Table

Daniel Porto breaks down Deaglos’s 3 things including #MakeAmazonPay The shortest termed first-ever in Sweden Spain shaking the money tree

Tigress Financial reiterates a Strong Buy rating on GRMN and raises their 12-month target price to $202 as ongoing innovation, the continuing strong cadence of new product introductions, and ongoing market expansion will continue to drive significant growth opportunities.

Tigress Financial reiterates a Strong Buy on BKNG and initiates a 12-month target price of $3,150 as the company continues to benefit from the accelerating recovery in global travel and a decline in global travel restrictions becomes an increasing tailwind.

Adam and Mehdi look at NFT's, the Constitution DAO, El Salvadore's Bitcoin City, and a great breakdown of Taproot and what it means for Bitcoin.

Alpha Insights | Aired 2021-11-23 Alpha Insights, Jeffrey W. Huge is back this week discussing the following themes: Cycle Composite, Montgomery Cycle, Bitcoin, Market Technicals and Sector Standouts. Check out Jeff's top actionable ideas Cognizant and Adobe. Charts: (:30) 2021 Cycle Composite (4:13) Bitcoin (5:49) Market Analysis (6:40) Preferred Elliott Wave Count (7:37) Alternative Elliott Wave Count (8:48) Investor Sentiment (9:53) Sector Leadership (11:29) Cognizant Technology (12:05) Adobe Systems

-Brendan and Mehdi talk about inflation, from the recent CPI numbers to this week’s PCE. -Is the shine coming off in the world of NFT’s? -Earnings watch - Zoom, Analog Devices, Best Buy, Dick’s Sporting Goods, Dollar Tree and John Deere.

Ironsides Macroeconomics | Aired 2021-11-22 Barry Knapp is back this week offering his keen insight and analysis on the following macro themes: (2:15) This Week's Note 1. Tighter Monetary Policy Expectations 2. History of Fed Independence 3. What LBJ’s inflation implies for the BBB Plan 4. Adding to our energy long Charts: (4:09) Input, Output Prices & Margins 4:00 (5:00) Real Rate Curves 4:55 (9:10) Treasury Rates & Inflation 9:00 (10:35) LBJ’s Inflation 10:30 (12:40) Energy Revisions 13:00

Still Bullish but are there some risks that we should be worried about? Jay breaks down his Global Risk Nexus and takes a look at what we might need to be concerned about as we head into 2022.

Tigress Financial are initiating research coverage on PAYA with a Buy rating and a 12-month target price of $15 as its unique business model and services platform and niche market focus provide investors the opportunity to participate in the ongoing secular shift to electronic payments and the ongoing enterprise digital transformation.

Deaglo’s 3 Things from the week looks at 1 - A not so jolly Christmas season: Austria goes into full lockdown as Covid cases surge 2 - Biden's frosty attitude: Biden considers boycotting Beijing winter Olympics 3 -Take a vacation, it's on me!: Financial advisory services firm FinnCap offers unlimited holidays to help reduce staff burnout

Tigress Financial reiterates a Buy rating on SQ and increases their 12-month target price to $310 as ongoing innovation and development of new products and services and the secular shift to electronic and application-based payments continue to be key growth drivers.

Adam and Mehdi are back talking about everything Crypto. What is going on with the price of BTC? Where is the money going… is it Venture funds or mining? Wrapping with a look at the SEC’s decision to reject the Van Eck Spot ETF.

Jeffrey Huge is talking about gold, inflation, market technicals and an interesting Long and Short idea....

Straight to the ‘70s? 1) Policy driven instability in rates space 2) Deeper and wider inflation & policy complicity 3) Adjusting capex for R&D expense

1. Scott & Brendan take a look at the Russell Index and speculate on the breakout 2. Morning Brew's daily emails - Great stats & Great stories 3. What is going on with Tesla ? 4. TripAdvisor Breakout? 5. DoorDash earnings Tuesday - A big winner during covid and stock recovery since May lows

1. Scott & Brendan take a look at the the largest Auto Makers and discuss whats ahead for new ones like Rivian 2. Retail sales have gone up a few percent - What does this mean for retail stores like Walmart,, Home Depot, Target? 3. Baidu, Alibaba, Macys, Foot Locker earnings ahead - Whats in store for these big names?

Jay’s Musings are looking at bonds and do we really need them? He dives deeper into why you should be investing in China equities and debt, and as CPO26 wraps he wraps up talking about climate.

Tammy is back for Deaglo’s 3 Things and discusses: Irish Minister warns UK's 'tough guy' act on Northern Ireland will only spell disaster for them. COP26's final moments - COP26 negotiators rush to turn promises into action on the final day of climate talk conference One for China's history books - China's Xi Jinping cements his status with historic resolution.

Tigress FP reiterates its Buy rating on AMZN and raises its 12-month target price to $4,460 as it remains well-positioned to benefit from an extremely strong holiday season, overcome near-term supply chain headwinds, and deliver strong sales growth in 2022.

Adam talks to us about the NFT conference in NYC, What does the Mastercard announcement to launch crypto cards means for the end-user; who is mining Bitcoin, and more people taking salaries in Bitcoin.

Jeffrey Huge is back and runs us through this week's Play Book. The market needs to consolidate recent gains before we see further progress, and the cycle composite currently implies weakness and volatility into year-end. Let’s see what’s in store for ENPH and ROKU, as well as an interesting surprise pick.

Unicus Research uses both top-down and bottom-up research to identify sustainable long-term investments, as well as fundamentally/structurally flawed investments.

Ironsides Macroeconomics | Aired 2021-11-8 Barry Knapp is back this week offering his keen insight and analysis on the following macro themes: 1. (0:38) Growth is Good – Labor Market Recap. (2:59) Charts: NonSupervisory Average Hourly Earnings 2. (4:00) Monetary policy – Taper Optionality Assertion or Credibility Crisis 3. (8:21) Small Cap Upgrade

Jay is more bullish. Yes he really is. Watch the whole interview as why he is and why 2022 will be a year of clarity and “normality”.

Daniel Porto filling in for Tammy Lee for Deaglo 3Things and he brings up how Evergrande is not the most discussed property develop in Asia this week, Germany in the red zone with Covid, and New York’s new mayor.

John and Brendan discuss today’s solid non-farm payroll numbers and this week in DC and what that means for Wall Street, from Fed taper to infrastructure.

Chartsmarter is looking at some tech names discussing the charts of Ciena (CIEN), Snap (SNAP) and Yandex (YNDX).

AEM founder Fintan Knight gives his thoughts on the Hertz and Tesla deal as well and his insight into the Uber and Carvana announcements with Hertz.

Adam and Mehdi dig into Facebook's Meta announcement, the Treasury department calling on Congress to regulate stablecoins like banks and where is Shiba Inu really going?

Alpha Insights | Aired 2021-11-2 Alpha Insights, Jeffrey W. Huge published his November Review & Outlook, highlighting sector rotation led by Consumer Discretionary, market participation remaining low with investor sentiment still optimistic. Valuations on the other hand continue to defy logic with GDP growth expectations easing. Wrapping up with top picks, including a shocker with Tesla!

Ironsides Macroeconomics | Aired 2021-11-1 Barry Knapp is back this week offering his keen insight and analysis of the following macro themes: 1. Central Banker Epiphanies – global tightening & yield curve flattening 2. 2022 Capex Boom update 3. Macro Week – a preview of PMIs, the FOMC Meeting and Payroll Friday 4. Earnings Wrap 5. Kathy Wood vs Jack Dorsey – Deflation vs Hyper Inflation

Deaglo’s 3 Things 1. Is this goodbye, Facebook? - Why is Facebook changing its name? 2. The Abenomasks are back - Face mask row sparks in Japan over costs of storing 80m unused masks. 3. England's tempting trade-off - E-cigarettes could be offered by NHS to control smoking rates

Jay has his monthly review on markets talking about the Great in Between and analytical speed. We also discuss the Global Risk Nexus and how Tesla fits into his Tri Polar World.

Doug Busch is looking at the charts of international autos. He talks about Tata Motors (TTM), Ferrari (RACE), and Honda Motors (HMC).

Tigress Financial Partners initiates research coverage on MNDY with a Buy rating and a 12-month, street high, target price of $432 as the company’s unique and industry-leading low-code/no-code business model and services platform provides investors the opportunity to participate in the ongoing enterprise digital transformation.

Ironsides Macroeconomics | Aired 2021-10-25 Barry Knapp is back this week offering his keen insight and analysis on the following macro themes: 1. Market Forecast Change 2. Monetary Policy 3. Our Federalist Republic 4. Bitcoin's Futures Based ETF 5. Earnings Update Charts: (1:54) Policy Proxy & Recession Risk, (4:36) US & German Inflation, (5:20) Used Car Prices, (8:31) 1960's Reflation

Jay’s Friday Musings looks at records falling like leaves, inflation concerns, what has led the SPY rally, is China really a mess? And of course we wrap up with his outlook.

It’s Friday with Deaglo’s 3 things discussing: Evergrande repays missed dollar bond payment New Zealand becomes first country to force finance firms to act on climate risks Scientists turn durian waste into bandages

Dough is look at the charts of some energy names for you. He breaks down Antero Resources (AR), Continental Resources (CLR), and Sandridge Energy (SR).

Adam and Mehdi talk about the launch of the Bitcoin futures ETF and compare it to the long-anticipated spot Bitcoin ETF. A look at Facebook's plans and a trip through Zug in Switzerland and SEBA bringing DeFI home...

Nucleus195 and Column E break down some earnings with special guest, Chartsmarter. They look at Albertsons, Nextera Energy, CSX, Nasdaq, Freeport McMoran, IBM, and Olin Corp.

Ironsides Macroeconomics | 2021-10-18 Barry Knapp offers his keen insight and analysis on the following themes this week: Back to School: Retail Sales & Our Correction Call, Inflation Review "Power to the People" Wage Pressure. "Stagnothing" - stagflation is not what we are experiencing and Barry's first thoughts on earnings season. Charts: (3:45) Fed Policy Proxy, (6:35) Inflation Vol & Corr (7:07) Labor Fluidity & Wages (7:45) China Labor Shock (8:24) Phillips Curve 10s (9:06) Phillips Curve 70s, (10:49) S&P 500 Banks & Price Book ROE.

Jay Pelosky’s musings looks at the gamification of the economy. He sees that some of this year’s lessons are taken from the price action spreading from financial markets to commodities and on to power markets & the real economy. It has even spread into world trade via the pricing of shipping containers.

Deaglo’s 3 Things this week discusses: 1. Ivory Coast Hits The Jackpot: Ivory Coast celebrates oil find as west turns away from fossil fuels 2. Hear Ye, Hear Ye: Queen ‘irritated’ by world leaders talking not doing on climate crisis 3. The Bow-And-Arrow Attack: Kongsberg: Five dead in Norway bow and arrow attack

Tigress head of research Ivan Feinseth maintained a Buy rating on Facebook (FB), and increased his price target from $430 to $466.

CG/LA's Norman Anderson and Strategas's Nicholas Bohnsack discuss the infrastructure bill. What is Wall Street looking for and what do we expect from Washington?

Adam and Mehdi talk about Bank of America initiating research coverage on crypto, Soc Gen using DeFi to refinance some home loans, and is Shiba Inu the next Dogecoin?

Alpha Insights | Aired 2021-10-12 Jeff highlights that the S&P 500 appears to have topped on September 2nd at three degrees of trend, or more. If his analysis is correct, then a series of first and second waves are setting-up a third-of-a-third wave decline in the days immediately ahead. A sustained recovery above the September 23rd high of SPX 4466 would negate this view, and upgrade the alternate count to preferred status. Time for caution! He takes a deep dive into Financial and Energy stocks this week. Charts: (2:32) 2021 Cycle Composite, (5:01) Potential Paths for the S&P 500, (6:43) Preferred Elliott Wave, (8:04) Alternate Elliott Wave, (9:18) S&P Breadth, (10:49) S&P 500 Momentum, (13:09) Investor Sentiment, (14:23) Rising Rates Bearish for Equities, (16:35) Sector Leadership, (18:00) Sector Rotation, (19:12) Top Actionable Trade Ideas, (19:32) Lincoln National, (20:27) ConocoPhillips

Norman Anderson talks to us about the upcoming North America Strategic Infrastructure Leadership. CG/LA Forums are not sector-specific, it’s your opportunity to meet with and hear from projects representing twelve infrastructure sectors, including Highways & Bridges, Urban Mass Transit, Water / Wastewater, and Energy; hear best practices from industry experts, and meet with all Forum partners and projects one-on-one during the Private Meetings session.

Ironsides Macroeconomics | Aired: 2021-10-11 This week Barry provides keen insight and analysis on the following: (0:27) 1. Update on our correction forecast 2. Derivatives markets are not discounting sufficient risk to confirm a bottom 3. Earnings Preview: Revisions are still falling 4. Payroll Review: The labor market is tight, the headline was misleading Charts: (5:33) Monetary Policy Corrections, (6:43) Monetary Policy Volatility Shocks, (9:40) Profit Margins, (11:56) Small Business Wages

Brendan and Scott look at the week ahead and look at: The JOLTS number Are investment clubs worth it? What is up with Moderna? Earnings previews for Taiwan Semi (TSM) and Delta Airlines (DAL).

Friday Musings, where Jay calls on Dr. Copper to confirm the reopening & synchronized global expansion, in line with rates, oil and the A$/Y cross. I also make 4 points about the energy price spikes, highlight the (growing) gap between media headlines and the real economy and discuss the outcomes of our monthly Model Portfolio review process.

Twitch's (MASSIVE GLITCH) | A Historic Day for WHO | Saved by the Vote

Doug is giving some TGIF love looking at 3 healthcare names. Horizon Pharmaceuticals (HZNP), Tandem Diabetics Care (TNDM), and Biohaven Pharmaceuticals (BHVN).

Scott speaks with Fintan Knight, Founder and CEO of Mobility Equity Exchange and discuss the rapid increase in used and new car prices and their unique transparent data. Also the opportunity to compete in their trading competition.

Adam Blumberg is back and discussing everything to do with crypto regulation.

Alpha Insights | Aired 2021-10-05 This week Mehdi Sunderji sits down with Jeffrey Huge, Founder of Alpha Insights as Jeff runs us through the October Review & Outlook for a great review with Actionable Sector Rotations, his Top Picks and a look at global markets across multiple asset classes. Chart Legend: (0:25) Equity Capital Markets (1:13) Strategic Asset Allocation (2:30) 2021 Cycle Composite (3:49) Elliott Wave Count Corrective (4:58) US Large Cap S&P 500 Index(5:42) US Small Cap S&P 600 Index (6:35) S&P Internals: Very Weak (7:12) Volatility Rising (8:14) Investor Sentiment: Still Optimistic (9:01) Valuations: Historically Extreme (10:22) Monetary Stimulus: Tapering Ahead (11:21) Inflation Expectations: Peaking? (12:19) U.S. Cap-Weight Sector Leadership (12:56) Financials (14:01) Foreign Equity Markets (15:43) Actionable Trade Ideas (15:53) Zions Bancorp (16:40) Lending Tree

Jay Pelosky’s musings are reflecting on the selling pressure in the market and is it warranted? He looks at the short-term and long-term prospects of the market and his portfolio positioning.

Ironsides Macro | Aired: 2021-10-04 This week Barry tackles five key themes for today's Ironsides Macro episode Risk Off, including: Tighter Financial Conditions, Muddy Economic Waters Negative Analyst Revisions, FOMC Composition: Policy Implications & Fiscal Infighting. Charts: (2:05) The Real Effect of QE (3:15) Inflation Compensation (5:15) Capex Plans (7:58) Net Revisions

Column E and Nucleus195 take a look at the week ahead and discuss: What is the catch up trade for the last quarter? Are there winners from the supply chain issue? What surprises does GM and Duckhorn have in store for us?

Deaglo’s 3 Things this week discusses 1. 'Short term prime minister' - Fumio Kishida set to be new Japanese PM after winning party election 2. Let the gates be open! - Australian border to reopen for first time in pandemic 3. A $90 million mistake! - DeFi bug accidentally gives $90 million to users, founder begs them to return it

Doug is looking at the technical of the tech names. He looks at the charts of AMD, Intel, and Micron.

Scott Duxbury, Co-founder Nucleus195, sits down with TerraVerdae Bioworks Inc. CEO William C. Bardosh to talk about how they are dedicated to designing and supplying Green Alternatives to petroleum-derived plastic products, resins, carbon from renewable sources, and engineering biodegradable solutions to global cleantech challenges. For more information: TerraVerdae@tigressfp.com

Ivan Feinseth reiterates a Buy rating on COST and initiates a 12-month target price of $520 as both its loyal customer base and incredible inventory and supply chain management capabilities will continue to drive further share price gains.

The S&P 500 appears to have topped on September 2nd at three degrees of trend, or more. If our analysis is correct, then last Monday's low was the end of intermediate wave 1 down, and the sharp rally that has followed is wave 2. So far, the countertrend rally has retraced exactly 2/3 of the decline, a very common wave relationship. If the wave 2 rally is close to termination, then intermediate wave 3 down should begin in earnest early next week and carry the index to at least SPX 4075 before the next intermediate degree countertrend move ensues. Only a new ATH in the index would negate this view.

Adam and Mehdi discuss China cracking down on Crypto and the flipped move to fully embrace it in India. On the domestic front Coinbase rolling out direct paycheck deposits, and how will this play into the regulators?

Inflections 10:46 • Macro Recap – Inflections: Growth, monetary, fiscal policy and liquidity are all negatively inflecting • FOMC – All but achieved their substantial further progress employment goal • NYC Meetings - Financial sector disintermediation and higher energy prices

1. Debt ceiling battles, politicians fighting, we are over it! 2. Evergrande though is still front and center in investors’ minds, in Fridays musings with Jay Pelosky he believed that the risk from Evergrande is priced into the markets 3. Tuesday Facebook has its annual Gaming Developer Day. BAML is saying that it could be a catalyst for the stock with potential updates on gaming platform innovations and products. 4. Let’s take a look at WallStreetBets world as we do get a lot of requests to look at the stocks that are mentioned there. Last week a lot of chatter about TMC – The Metals Company. 5. And another one from the WallStreetBets world is SoFi Technologies. 6. Micron earnings on Tuesday hand we have seen analysts cutting price targets going into these earnings although the stock has been trading in a tight range this months.

Jay’s Musing questions – Why be Bearish? The market is telling us not to be. 1. Evergrande is priced in as the Asia reopening is fully underway 2. Seasonality is coming our way, Delta is fading 3. US growth bottomed in August

Ivan Feinseth reiterates a Buy rating on HLF and initiates a 12-month target price of $65 as the company continues to expand its product line and global presence, leveraging new technology to benefit from the increasing consumer pursuit of better health and fitness.

Deaglo’s 3 Things this week looks at 1. I “Gas” We Need To Be Prepared - Is the UK going to face a gas shortage this winter? 2. Tick Tock Evergrande... - Evergrande misses payment deadline 3. Who will fill Merkel's shoes - German voters are unsure of who to vote for come Sunday's elections

Doug Busch on material stocks Cliff Resources (CLF), Cameco Corp (CCJ) and Southern Copper (SCCO)

Ivan Feinseth reiterates a Strong Buy rating on AAPL and increases his12-month target price to $198 as strong product demand, new product introductions, and accelerating Services revenue will continue to drive significant revenue and Economic Profit growth.

Adam and Mehdi are back discussing the recent volatility, implications of Evergrande. The uptick in peer-to-peer transactions in India and the latest in the Coinbase saga, from their “Prime” launch to the SEC threatening to sue them for their lending product.

A sustained breach of SPX 4367 would confirm an important trend change of potentially cycle degree. If our analysis proves correct, then US equity markets could be in for a significant and prolonged decline that could retrace up to 61.8% of the 2009-2021 advance……. What Would Old Ben Do?

Brendan and Scott take a look at the week ahead and discuss: 1. This weeks Fed meeting 2. Fedex earnings this week and what they can mean for the economy 3. Why the increase in short selling in the cruise lines?

• The Transitory Growth Scare • Inflation Risks Growing Not Falling • The Tax Bill Comes Due • Evergrande is not Lehman, but we still want nothing to do with investing in China

Jay’s Friday Musings take a look at: 1. The Capital Expenditure Boom and Bidens Infrastructure Plan 2. His strategic outlook and tactical POV 3. What are his portfolio implications?

Deaglos’s 3 Thing this week looks at: 1. If you like Pina Coladas - Thailand to offer 10-year visas to ‘wealthy global citizens’ 2. Adieu to you Australia - ‘Stab in the back’: French fury as Australia scraps submarine deal 3. North Korea's latest display - North Korea fired ballistic missiles from a train amid rising tensions with the South

Ivan Feinseth issues a Buy rating on ABNB and initiates a 12-month target price of $206 as its strong brand equity and position as the leading alternative lodging provider well positions it to benefit from ongoing travel recovery.

This week Alpha Insights highlight that the equity markets appear to have topped as the cycle composite has turned hard down into late October. Market internals have collapsed, led by a sharp deterioration in breadth since late August, while last week's volatility spike appears poised to accelerate higher in the days/weeks ahead.

Column E and Nucleus195 discuss the week ahead and discuss global inflation, uranium prices, Crocs and Manchester United.

Barry looks at the Pandemic effects on productivity and reflation, showing some secular positives. There are some tactically negative liquidity inflection points and let's talk Taper! Is September Taper off the table? Wrapping up with a look at good inflation.

Dealgo’s 3 things discusses 01. It’s time to go full 02. Two shots and you’re good to go 03. Brazil's new controversial social media ban

Jay is looking at the markets this week and the market implications for Asia’s reopening and his model portfolio changes. We wrap up discussing Hedge funds chasing performance into year-end.

Amerigo’s MVC operation in Chile produces copper (and molybdenum as a by-product) by processing fresh and historic tailings from Codelco’s El Teniente mine. Amerigo has a strategic relationship with Codelco, the world’s largest copper producer through MVC’s contractual rights to process fresh and historic tailings from El Teniente which currently run to 2037.

Doug is talking healthcare looking at the charts for Pfizer (PFE), Novocure (NVCR), and Shockwave Medical (SWAV)

Adam and Mehdi discuss the recent strength in Bitcoin, making it legal tender, the SEC looking into Uniswap and bring you up to speed on NFT's... yes, even Bored Apes!

Barry is back with a market recap, a look at the macro data and examines the labor market bottlenecks.

Analyst Ivan Feinseth from Tigress Financial initiates coverage on MeridianLink (MLNK) with a Buy rating, and a $34 price target.

Jay Pelosky is back from his vacation with his monthly review and there is a lot to cover, especially in regard to climate. Make sure you are paying attention to the Tri Polar World and the Global Risk Nexus.

What does Deaglo’s 3 Things have in store for us this week? 1. Time's up folks - Biden warns ‘climate crisis is here’ as at least 46 killed in storm 2. 4 million reasons to have hope - Australia strikes deal to ‘swap’ 4m vaccine doses with UK 3. A final bow from Suga - Japan PM Yoshihide Suga announces he won’t run for re-election as party leader

Doug Busch is talking about biotech and looking at the charts of Gilead (GILD) Novavax (NVAX) and Horizon Therapeutics (HZNP).

Column E and Nucleus195 take a look at the week ahead including earnings, IPO's and interest rates.

Alpha Insights bringing some caution to the market, while still maintaining risk allocation to overweight equities, even with market participation narrowing and September and October historically being slower months. Yet, investor sentiment remains optimistic, as measured by persistent low Put/Call and volatility data, which leaves our “Spidey-Sense” tingling! Check out the monthly portfolio rebalancing, from asset classes through sectors and the top single stock ideas.

QE NOT 4ever - Jackson Hole postmortem, hawkish now, dovish through the cycle. Unwinding the tax cuts & jobs act, and peak manufacturing recovery.

Tuttle Capital Management (TCM) is an industry leader in offering thematic and actively managed ETFs. TCM utilizes informed agility when managing portfolios, an approach that, from an informed standpoint, can assess and blend effective elements from multiple investment styles, and, from a position of agility, aims to stay in harmony with market trends without being too passive or too active.

Deaglo’s 3 Things discusses McMissing Milkshakes - UK food shortage, Cuba's Crypto Resolution - Cuba set to authorize cryptocurrency usage, and Raising chip prices spell trouble

Is this the start of another bull run rally in Crypto? Coinbase is getting on board, while Visa is dipping into the NFT market. Surely the US government examining crypto taxation is a good sign for widespread adoption? Find out more...

Jeffrey Huge says the new high in the SPX does not negate their preferred primary wave (5) count. To the contrary, it reinforces it and makes it stronger! Valuations are now historically extreme by most measures. If growth peaked in the second quarter, then valuations are no longer supported by sequentially improving fundamentals. Check out the actionable ideas could #LYFT make the shortlist?

Scott and Brendan take a look at the week ahead and discuss: Will Jackson Hole really provide any leads to tapering? Robinhood's quiet period is coming to an end, could short sellers get squeezed? Is there a tech name under the mega-caps that we should be looking at and we preview VMWare and Dicks earnings.

Barry looks at how slowing QE impacts the markets and adds a Keynesian argument for reducing QE. Then a deeper dive into the Delta variant and how it is a bigger risk to inflation than growth.

3Things - Turkey’s Spiral | Trudeau’s Game of Chess | Merkel’s Historic Farewell To Putin

Doug looks at the charts for Nucor, Consol Energy, and Peabody Energy.

Tigress Financial's Ivan Feinseth reiterated a Buy rating on Warner Music Group (WMG), with a $48 price target.

Adam & Mehdi discuss recent moves in Bitcoin, more focus on Dogecoin, a breakdown of Solana bringing it to Ethereum, and a wrap-up of the infrastructure bill and what it means for Crypto.

Alpha insights feel the market is in the late stages of a topping process, where the cycle composite topped on August 6th and has turned hard down into late October. Are slowing growth and rising input costs sowing the seeds of future "stagflation"?

Brendan is back and we discuss what could be the biggest surprise from earnings season, China’s crackdown on data security, is AMC wrong offering discounts and we discuss the hip hop platform, Pop Culture Group (CPOP).

Barry's weekly is all about the inflation revival, upside down inflation, policy pileups, the politics of inflation, and marking to market the Ironside Macro call in June.

Jay's last musings until September so you don't want to miss this one. He discusses the delta variant, Biden and politics, Fed tapering. a great earnings season and some interesting dividend yields. He wraps up by discussing infrastructure and how you should be positioning yourself for 2022.

Tigress Financial Analyst Ivan Feinseth has maintained a buy rating on VMware (VMW), with a $206 price target.

Ivan Feinseth from Tigress Financial downgraded his rating on Albertsons Companies (ACI) to Hold, with a $27 price target.

3Things - Condos for Cars? | The Saline Saga | Suez Canal 2.0

Fox River Resources Corporation is engaged in the advancement of the Martison Phosphate Project located near Hearst, Ontario. The Company’s primary goals are to provide sustained growth and superior shareholder value by building an integrated phosphate fertilizer facility, designed to produce products that help meet market demands in a cost-effective, profitable, and environmentally and socially responsible way.

Jeffrey Huge is back and examining the historical weakness in Aug-Sept-Oct, tie this into technicals and Dow theory to see what it all means? Bullish / Bearish we have some actionable ideas.

Ivan Feinseth reiterates a Strong Buy rating on GRMN and raise our 12-month target price to $198 as demand remains strong across all key product lines.

Ivan Feinseth reiterates a Buy rating and initiates a 12-month target price of $270 as CAT is well-positioned to gain from a post-pandemic global recovery in construction and mining spending and new infrastructure initiatives.

Barry is back and reviews the employment report with policy and market implications, Infrastructure deal implications for additional spending, and the markets and examines double bottom in Treasury yields.

Jay has been getting technical on his global macro musings and seeing BOTH the forest and the trees! It really is an inflection point where the pain trade is higher... check out the musings to find out more.

3Things - 'May God Save Lebanon' | Australia's Tough Call | Biden Offers Refuge

Doug coming in from London again talking about the charts after earnings for Akamai, Callon Petroleum and Solar Edge Technologies.

Adam and Mehdi are back, discussing the China effect, NFT's gaining popularity and the old SEC chair Clayton joining the righteous movement to a clean energy Bitcoin ETF!

Jeffrey is back with his 100-page monthly report. He highlights some key levels and how critical some of these levels are. A breakdown on sector rotation and of course some actionable picks.

This week Barry evaluated the progress being made, a move toward full employment, examining the time and pace of the Fed. A look at nominal growth & restocking and wraps up with the meme market. Sign up to get more!

Brendan and Scott discuss if the jobs number could disappoint this week and then take a closer look at the earnings for Alibaba Group, Uber, Kraft Heinz, Shake Shack, and Draft Kings this week.

Ivan Feinseth initiates research coverage on RPRX with a Buy rating and a 12-month target price of $50 as the company’s unique business model and history of success provide investors the opportunity to benefit from the growth of bio Pharma royalty streams.

Ivan Feinseth reiterates a Buy rating on CVS and initiates a 12-month target price of $108 as its consumer-centric integrated healthcare model is driving growth across all business segments and continues to position it as a leading multi-channel healthcare services provider.

Ivan Feinseth reiterates a Buy rating and increase our 12-month target price to $289 as SNA continues to benefit from increasing personal transportation demand, increased automotive complexity, and the significant growth opportunities created by the upcoming adoption of EVs (Electric Vehicles).

It's the end of the month so Jay Pelosky has his monthly summary and it's a doozy. Did you know that bitcoin has been up 8 days in a row, the longest win streak of the year, and nary a peep from the media.

While Tammy is away the boys will play. Daniel Porto fills in for Tammy while she is on the DL. He discusses Tencent’s (Very) Tragic Fall, can Japan survive the Olympics, and Acquco’s Golden Offer.

John and Brendan address the Fed, upcoming jobs numbers, and going back to school with the Delta variant? How is the infrastructure bill panning out? And a look at the Chinese government and actions to listed companies; wrapping up with some surprise earnings!

Today Doug is looking at material names Dow Inc. Nucor and Franco Nevada. Don't forget you can get access to his reports at nucleus195.com

Jeffrey is back with an updated Playbook. Things are looking good and a great breakdown of nominal GDP. Check out the full note for the top actionable picks!

It's all about the Liquidity Tsunami! Barry addresses the Stock bond correlation, policymaker liquidity, continuing claims, and the S&P profits!

Brendan reflects on the markets last week and some huge earnings this week along with the FOMC press conference. Is Robinhood a risky play and we take a closer look at Shopify and Tilray earnings this week.

Jay's Musing's - All that for Nothing? Looking back at the week that was and what it means for Jay's outlook.

3Things - Tokyo Olympics In Peril | The Sausage War | Mother Nature's Rampage

Brendan and John are back and covering the week in Washington, from the Delta variant, the infrastructure bill through to some of the earnings surprises, and wrapping up with thoughts on Chinese ADRs.

ChartSmarter breaks down Twitter, Snap, and Ebay.

Ivan Feinseth reiterates a Strong Buy rating and initiates a 12-month target price of $157 as AKAM remains well-positioned to benefit as increasing cyber-attacks drive an increasing need for its cloud-based cybersecurity defenses.

Adam and Mehdi discuss everything Bitcoin and Crypto. The volatility, is it an inflation hedge, what will come from the upcoming Bitcoin conference this week? More rails come to support the insitutions, but where are the retail investors?

Ivan Feinseth reiterates a Buy rating and initiates a 12-month target price of $227 as DIS performed well during the pandemic and remains well-positioned to benefit from the post-pandemic recovery.

Ivan Feinseth reiterates a Buy rating and initiates a 12-month target price of $148 as FISV is well-positioned to benefit from both the ongoing secular shift to electronic payments and an increasing post-pandemic economic activity.

Alpha Insights addresses the pullback in the market, remaining bullish into earnings with a look at being back into growth versus value. Check out the top picks for the week, with a surprising name on the radar!

This week Ironsides Macro looks at the inflation shock, Policy Outlook of repeating the 1960’s Overreach, the Economic Outlook, and the Markets, specifically the impact of liquidity on volatility.

The markets are off to a rough start and Brendan and Scott discuss is this the start of a correction? Will Domino’s earnings be enough to continue the rally? Does L Brands break up mean more value for investors? Can EA break out and are they a takeout candidate?

Markets Policy Partners have a special video this week, as their friend and associate Dr. Mores is a virologist and has a great perspective on the issue of variants and the outlook for a pivotal fall season of back to school/work

Jay talks about climate change and events that impact the investment approach at TPW Advisory. And how do you approach churning markets like this?

Deaglo 3Things – EU climate change provokes rising emission costs; summer chaos in England could have up to 1.6m isolating and Putin's plot to put Trump in the White House.

Christmas in July. Chartsmarter breaks down the toy manufacturers Mattel. Hasbro and Jakks Pacific.

Adam and Mehdi talk about Grayscale, what it means to be an SEC reporting company, and the upcoming lockup expiration. Examining new headliners in the crypto world with Peter Thiel's Bullish and the Israeli investment fund. Is Bitcoin really an inflation hedge?

Alpha Insights remain bullish US equities with an emphasis on large-cap growth stocks, especially the so-called FAAMG+ stocks. We expect strong earnings results to propel the market to our price target of at least SPX 4600 by early August. Check out the full playbook!

Brendan is back and we discuss what could be the biggest surprise from earnings season, China’s crackdown on data security, is AMC wrong offering discounts and we discuss the hip hop platform, Pop Culture Group (CPOP).

Barry Knapp is back and it is about command and Control! There is a Global, not US, Growth scare. The command and control with Chinese characteristics, a look at earnings, and a policy update. Check out the full note.

Join the team at markets policy partners recapping the weeks' politics to wall street!

Jay’s musings breaks down the brain melt from this last week and was Thursday’s sell of all everyone has been waiting for? What is the correlation between Bob Marley and this trading range? He wraps up talking about model portfolio changes.

Rough day in the markets but Chartsmarter still here to pass on some ideas. Morgan Stanley, AMG, and Coinbase are his focus today.

Ivan Feinseth reiterates a Buy rating on VZ and initiates a 12-month target price of $67 as growing opportunities in wireless and broadband will drive further share price gains.

Barry is back and all over shorting a dull market, sticky wage growth, and a preview on the upcoming earnings season.

It's never a quiet week in Crypto, with Adam talking about Ethereum Staking, the change in mining economics, and wrapping up with NFT's gaining momentum.

Friday Musings with Jay – His monthly update looks at asset allocation and are you looking at issues like climate and crypto, or should you be looking at both. He also goes into other thematic themes like economics, politics, policy and markets.

Deaglo 3Things – The Didi Global listing runs into a Chinese Wall. 3 sides to a story between Russia. If you pick cherries at night and no one is around will that make them more expensive?

Alpha Insights published their 100 page July outlook, staying constructive toward US equities in 2021 and expecting a summer melt-up to drive stock prices towards their price targets, with 7-16% upside.

Doug picks 3 names that he likes on the charts. Advanced Micro Devices, Snap & Marvell.

Adam is back with Mehdi and talking about the UK’s ban of Binance, the FED warning on Tether and Circle bringing a DeFi API directly to the business world.

This week Brendan and Scott look at Binance and its regulatory issues. Will the payrolls number surprise? General Mills earning and wrap up with the Krispy Kreme IPO.

Ironsides Macro looks at the Fed's reaction in the latest note "Better Left Unsaid" - a full breakdown on monetary policy shocks in the QE era, inflation dynamics and bank stress tests.

Jay questions what has changed in the last week? Then we have the Biden infrastructure plan, Global economic expansion and lets grab some laggards for the lead!

Markets Policy Partners are joined by CG/LA's Norman Anderson break down what the infrastructure bill means and the latest news from the White House.

Tigress's Ivan Feinseth reiterates aBuy rating on NVDA and initiates a 12-month target price of $920 as it continues to evolve into the world’s leading AI (Artificial Intelligence) processing provider, which is positioned to be the world’s most transformative technology.

Doug takes a look at the Biotech space and likes the price action for Horizon Therapeutics (HZNP), Apellis Pharmaceuticals (APLS), and Pacific Biosciences of California (PACB). We look back at his call in Lordstown Motors (RIDE).

Jack Wright is back with Brendan and John as they discuss the SEC’s decision to liberalise the regulatory framework around direct listings.

This week’s Playbook addresses the fed taper talk, the transitory nature of inflation, and that real GDP growth will likely exceed expectations. How should you position your portfolio and what are this week's top actionable picks?

This week's piece can't be missed as it focuses on one topic - the hawkish pivot by the Fed and a major change in Ironsides Macro's outlook.

Brendan and Scott look at this week's housing numbers and also discuss if this week's Capitol Hill meeting could lead to more break-up discussions. They wrap up on warrants and is the average investor educated enough about them and Darden's earnings this week.

Jay makes Scott blush to start his musings off this week. He discusses the gut punch to the market and how the dot plot has been an unreliable indicator. He discusses the cross-asset reaction and what this all means.

John and Brendan are back and focused on Chair Powell’s comments and what shifts were made in sentiment. As always, the team runs through the week's economic data and translates what Washington is telling Wall Street.

Nucleus195 with Deaglo's 3Things. Tammy highlights Biden and Putin talks, Ryanair trying to sue the UK, and Apple Daily Newspaper arrests.

Ivan Feinseth reiterates a Buy rating on SBUX and initiates a 12-month target price of $130 as ongoing consumer economic re-engagement continues to drive a post-pandemic re-acceleration of growth.

Tigress's Ivan Feinseth reiterates a Buy rating on AMZN and initiates a 12-month target price of $4,370 as accelerating growth across all key business lines furthers industry-leading positions in e-commerce and Cloud services, and international expansion and advertising revenue growth create additional upside catalysts.

Doug Busch is back with us and is ready to talk autos. He takes a look at Toyota, GM, and Lordstown Motors (RIDE) and reads the charts for you.

Adam and Mehdi get into headline risk on Bitcoin, Goldman getting into Ether futures and options, and Mark Cuban's endorsement of DeFi.

Alpha Insights' weekly playbook continues to favor the bull case for equities. With the market fixated on inflation data and the Fed, bottom-up fundamentals have taken a back seat to top-down macro considerations.

Kicking off the week with Brendan McCarty from ColumnE. Will the Fed meeting this week lead to some volatility. Is Smith & Wesson looking at a potential short squeeze? Will Arrival’s presentation this week be a positive catalyst for the stock? And Scott and Brendan reminisce about Atari in the ’80s and why EA sports is still a favorite.

Barry is back and this week's note "Borrow Now or Borrow Later" focuses on a reflation rinsing in the rates market, fiscal scenarios & treasury seasonality, and labor dynamism.

Tigress's Ivan Feinseth reiterates his Strong Buy rating on GOOGL and initiate a 12-month target price of $3,185 as accelerating growth in online advertising and spending, along with increasing cloud growth and margin expansion, will continue to drive further share price gains.

3Things - El Salvador's New Era | US Economy At New Highs | Cornwall Showdown

Wow, this is a must-watch one. Fresh off of his Bloomberg TV interview Jay discusses the Goldilocks fable and how it relates to US treasuries. Scott thinks Jay may have gotten up on the wrong side of the bed with this new bear case so watch the full video to hear his main takeaway and more.

John and Brendan have been all over these inflation numbers. The translate and break down headline numbers versus core numbers. Find out what it all means.

Is Bitcoin losing favor with investors? How was the Colonial Pipeline ransom recovered and what does it mean with countries like El Salvador adopting Bitcoin as legal tender? Tune in to Adam from Interaxis!

Jeff continues to favor the bull case for equities. Growth and earnings data have consistently surprised on the upside for the past several quarters, but the Street has been slow to revise their estimates higher. Most of the big banks are now calling for a summer correction, Alpha Insights think it's more likely that a summer melt-up will ensue. Stay long cyclical and value stocks; small-caps look ready to rejoin the party.

Barry breaks down this week's piece into 3 parts: The future shocks from the reopening disruption, labor market bottlenecks and a look at historical corrections, crashes and bear makrets.

Should Elon Musk take Anonymous seriously? Did you know the Canadian index is up over 20% this year? Will the ECB start tapering? And MEME stocks AMC is in focus but is Blackberry the hot name for this week? See what Brendan and Scott discuss.

Jay and his musings - kick off with The Economist cover fail! A look at cross-asset technicals, opportunities in the laggards, and letting the leaders ride.

3Things - Delta Variant Dominance | Day of Losses for US Stocks | Ousting Benjamin Netanyahu

Brendan and John discuss this week's Non-farm payrolls number and the FED, when to taper and what should make them to taper.

Adam talks about Etherium 2.0 and DeFi, rolling into the surge in crypto exchange volumes getting through $2Tn in May and the new ETN listings from Van Eck.

This week Barry discusses reflation revival, Fed RRP, the Trade War comeback, Capex recovery, and the Payroll Preview.

Jeff published his June outlook and discusses macro, a look at the risk allocation model, market internals and shares his thoughts on growth vs valuation and a sector breakdown with his top picks! #ADI #NVDA

Kicking off a short week with Brendan discussing what the jobs number could look like this week, Zoom earnings, and are retail investors disadvantaged but not having access to institutional conferences.

3Things - A Win for Climate Activists | Australia's Cocoon | Shrinking Population?

John and Brendan kick off the long weekend with a look at the PCE numbers, the American recovery plan, what is really happening with inflation and it is Infrastructure week! Who flubbed what in the bank CEO’s testifying on Capitol Hill?

Mehdi is back with Jay, taking a look into the second half of the year, The Pause That Refreshes. They discuss the move from health to climate, economics, and the inflation story, with a wrap-up on the markets.

Adam and Mehdi discuss the recent volatility in Bitcoin, and how Elon Musk tweeting and the Chinese restricting have been negative, but things lifted with Goldman and Ray Dalio. A discussion on current mining, the environmental effect, and how the fed is looking at CBDC's.

Jeff discusses the market correlation to a Ned Davis cycle chart, which has been tracking really well. The discussions continue around rotation from growth to value, small to large-cap, and of course, top picks. Sneak peek #TSLA #PEP and #CNC gets a mention.

This week Barry discusses the Crypto Crash, how to hedge macro risk, bottleneck, and a book review of "The Bitcoin Standard".

Kicking off the week with Brendan McCarty and we discuss what asset class he likes for the rest of 2021, is the Robinhood IPO platform aspiration too high, and the upcoming ZipRecruiter IPO chance of success.

Scott is back with Jay and they talk about the stick and the carrot, StoneX latest ETF rankings and his new 100% Global Thematic Equity Model Portfolio plus more

3Things - Biden's Historic New Bill | UK's Latest Trade Deal | WeWork's Second Hit

Bitcoin joins John and Brendan from Markets Policy Partners. They discuss Washington’s view on Bitcoin and what needs to be done; address inflation concerns and what is really being done about the chip shortages?

Jeff discusses what may be the Rally Killer – CPI, PPI, rising rates, or none of the above? Lots of changes in weekly sector performance and of course actionable ideas, including #FDX and #NEM to mention two.

What a talk about crypto. Adam discusses Bitcoin's recent selloff, and correlation with the S&P - is it a risk asset or inflation hedge? What other factors are at play - China's digital yuan, leverage, retail rotation or simply Elon Musk? Tune in....

Gregory discusses Chile's center-right ruling coalition suffered a shock loss on Sunday night after failing to secure a critical one-third of seats in the body that will draft the country's new constitution.

Barry discusses inflation, death of price theory, and the pandemic inflationary shock.

With Bitcoin wearing some pain we discuss low emission bitcoin mining companies CleanSpark and Hut 8. Are we close to a slow down for the retailers and we wrap up talking about Ford's electric F-150 and are we excited too early.

Jay talks about the market hitting another "pothole" on the inflation number, then highlights a series of dueling dualities. We talk ESG & Energy, Carbon & Copper, and of course Crytpo & Commodities. Great musings with a look at some investment laggards.

John and Brendan are back and talking about inflation. Breaking down the misconceptions to what is and what isn’t inflationary, with a score card on how the Fed is doing.

Gemstone Equity Research is predominantly based on technical studies, combining the strength of behavioral finance and provides traders and investors to find investment opportunities alike. While there is a focus on the 2,000+ equities in the Indian markets, they also closely follow major moves in the US and UK.

ELON, TESLA & BITCOIN: Adam shares his thoughts around Elon Musk and his Bitcoin comments. What does this mean for long-awaited ETF's and what could Elon's motivations have been?

This week Adam and Mehdi discuss FIS & NYDIG opening the bitcoin gates for banks, the Coinbase acquisition of Skew, and of course the SEC commentary on investor protection and what that means for the ETF approval process.

Jeff discusses this weeks Alpha Insights newsletter, touching on the A-D line and what it is telling us, as well as the market internals, investor sentiment, and a deeper look at sector performance. Wrapping up with actionable trade ideas #AAWW and #TAP to name a couple.

Barry is looking at risks to the reflation trade, ignoring the supply side at your peril, partial yield curve control, and downgrading the healthcare sector.

If Bitcoin rallies and no one is around does Tesla share price rally too? What about earnings this week from Disney, Alibaba, and Airbnb?

Jay educates Scott on the Grateful Dead but more importantly discusses the strength in commodities and the ability to make money bot in carbon and mining plays. The wrap up with non-farm payroll numbers impact on bonds and is the market going to ruin summer?

John and Brendan discuss the shocking non-farm payroll numbers, how did this come about, and what this means for inflation concerns? Wrapping up with taper talk and the Biden administration discussing the waiving of Covid vaccine patents!

Slava Smolyaninov talks about the Russian market and whether it can outperform other regions.

Doug is back and highlighting Netflix [NFLX], Lemonade Inc. [LMND], and Redfin Corp. [RDFN].

Crypto Dome is joined by Interaxis and the team from Markets Policy Partners. They discuss all things regulation, what the Treasury is likely to do with the SEC and what it all means for RIA's and the individual investor.

AlphaInsights discuss their monthly piece, from a top-down and bottom-up perspective. The US economy comes out strong on a global basis and our friends at #AMZN and #VRSN come out on top! From single stock ideas to sector allocations, check out AlphaInsights to find out more.

This week Ironsides Macro discusses whether Keynesian economics are dominating FED policy, the Biden tax plan, an expansive labor market, and the positive momentum in the PMI side as well as corporate earnings.

Charlie Munger doesn't like bitcoin, is it because he missed the opportunity? Brendan and Scott discuss that and earnings this week from Moderna, Pfizer, and GM and CarMax being the Amazon of used cars.

Jay and Scott discuss Jays's month-end note. Does sell in May and go away count this year, inflation fears, and what countries should we be looking at as re-opening laggards?

Brendan and John discuss the Biden administration and its proposed $1.8Tn American family plan, which is the more social and softer infrastructure-focused. The all-important FED talk and what a massive earnings season.

Does the Republican Party Still Exist? Part 1

We talk with Kane Biotech's Chief Scientific Officer, Gordy Guay and their first commercialized product, DermaKB Shampoo and why it can be a game changer.

Doug is back and highlighting Advanced Micro Devices [AMD], Hess Corp [HES], and Amazon [AMZN].

Euro Manganese (ASX:EMN) CEO Marco Romero speaks with ShareCafe’s Tim McGowen about how their Czech based manganese project will supply the rapidly developing European electric car battery industry.

Euro Manganese Inc. (EMN on TSX-V and ASX) is a Canadian public company focused exclusively on the development of a new high purity manganese production facility, based on the recycling of a tailings deposit located in the Czech Republic.

Antisense Therapeutics is an Australian publicly-listed biotechnology company, developing and commercializing antisense pharmaceuticals for large unmet markets in rare diseases. The products are in-licensed from Ionis Pharmaceuticals Inc. (NASDAQ: IONS), an established leader in antisense drug development.

Antisense Therapeutics is an Australian publicly-listed biotechnology company, developing and commercializing antisense pharmaceuticals for large unmet markets in rare diseases. The products are in-licensed from Ionis Pharmaceuticals Inc. (NASDAQ: IONS), an established leader in antisense drug development.

Mark Diamond, CEO and Managing Director of Australian biotech company Antisense Therapeutics (ASX: ANP), discusses the firm’s latest goings-on with Share Cafe’s Tim McGowen. Key points in the video: details of ANP’s recent $A7.6m capital raising and how it plans to use the money what the company’s share registry looks like post this placement 2021 and what it holds for Antisense the company’s plans with regard to overseas listings.

Antisense Therapeutics is an Australian publicly-listed biotechnology company, developing and commercializing antisense pharmaceuticals for large unmet markets in rare diseases. The products are in-licensed from Ionis Pharmaceuticals Inc. (NASDAQ: IONS), an established leader in antisense drug development. The Company is developing ATL1102, an antisense inhibitor of the CD49d receptor, for Duchenne Muscular Dystrophy (DMD) patients and recently reported highly promising Phase II trial results. ATL1102 has also successfully completed a Phase II efficacy and safety trial, significantly reducing the number of brain lesions in patients with relapsing-remitting multiple sclerosis (RRMS). The Company has a second drug, ATL1103 designed to block GHr production that successfully reduced blood IGF-I levels in Phase II clinical trials in patients with the growth disorder acromegaly.

The AlphaInsights Weekly Playbook, discusses solid earnings, a continued look at the potential of double-digit US GDP growth, and the weekly actionable trade ideas.... Large-cap: V, MA, DISH, BSX, KO; and Smid-cap: WWW, COLM, FAF, IRT, SPXC

Adam and Mehdi discuss the JP Morgan 180 degree flip, Paxos's OCC Bank Charter, Signature Bank addressing crypto asset-backed loans, and the $2bn crypto heist from the Thodex Exchange.

This week's piece, Das Kapital, discusses centrally planned investment, corrections that require policy tightening, not sentiment, labor squeeze, antitrust risk for big tech, and SLR-driven financial sector issuance.

Another big earnings week and Brendan and Scott focus on Tesla and Boeing. Will Facebook, Google or Twitter see share price volatility from their hearing in DC this week. They wrap up talking about the GamesBeat Summit and which names could benefit from it.

3Things - Ingenuity's Feat | India's Disaster | Russian Troops Recalled

Jays' musings discuss brand value vs market value. Biden's climate summit comments and is his capital gains tax proposal and wrap up discussing emerging markets and bitcoin's price drop.

The team at Markets Policy Partners bring back Jack Wright and cover a variety of market topics: capital gains tax news and the spillover to crypto, Greensill Capital/Archegos/leverage reduction, and the Fed. Enjoy the weekend!

Zin Bekkali of Silk Invest discusses the opportunities in Frontier/Emerging markets. Looking at GDP growth, historical lows in asset allocations markets trading at historical discounts and what are the next catalysts.

Doug is back and is liking the tech sector. He highlights Facebook, Qualcomm and Micron Technology.

Adam discusses volatility and record liquidations. Coinbase since last week's IPO and how it compares to BNB and FTT. Wrapping up with Venmo's entry to offer crypto purchases and our reg talk on Brian Brooks joining Binance.

Barry is ready to Rip! He discusses the curious Treasury rally and temporary Price-Level targeting.

Brendan and Scott discuss Coinbase and Bitcoin synergies and get into a big earnings week. They focus on Netflix, American Express, IBM and Mattel.

3Things - Myanmar Unrest | Coinbase IPO | Global Chip Shortage

This week's Friday musings are all about Covid speed, the treasury rally, and an accelerated discounting process. Wrapping up with the velocity-focused strategy hitting the VC world.

Jeffrey Huge discusses the ALPHA INSIGHTS investment strategy and market analysis publication. Their flagship monthly Review & Outlook, a 100-page chart compendium that is supplemented with their Weekly Playbook publication, along with periodic Interim Bulletins. The publication evaluates U.S. equity markets and sectors, as well as 15 foreign developed and emerging equity markets, and offers macro perspectives on commodities, currencies, crypto, and rates.

ChartSmarter's Doug Busch discusses the technicals around his favorite charts of the week #nasdaq #pinterest #snap #facebook

Julie Lerner of PanXchange and Bob Hoban of Hoban Law Group discuss the hemp market. They quantify the hemp market on demand and supply, the current oversupply, creating efficiencies in more “multi-use” applications while addressing the Delta-8 market and its legal ramifications.

Adam breaks down Coinbase as we go into the IPO tomorrow, their revenue drivers, how investors are looking at Coinbase versus Bitcoin. A look at Binance and tokenized stock trading and the arbitrage opportunities this creates. Wrapping up with more mainstream acceptance and real-life "monetization" of Bitcoin!

Alex discusses this week's hot topic(s) of the PanXchange Frac Sand Weekly Advisory reports.

Coinbase IPO and crypto, is there anything else that you should be looking at this week? You bet there is. Listen to Brendan and Scott break it down and also discus 1Q earning from some of the big banks and has Delta's share price taken off too quickly?

The Fed's Admission, Corporate Tax Pushback, It's Still Early for Tightening & Reflation and Profit Margins

It's been the week of Jay and we are wrapping it up with a review of his Friday musings covering everything from Led Zeppelin to crypto.

3Things - Belfast Blue | Australia-who? | Yelling for Global Taxes!

Markets Policy Partners have an inflation fixation addressing concerns around over stimulus leading to overheating of the economy. Will there be a sugar rush into infrastructure projects? How does that pipeline look? Find out more….

Bradley Cipriano of Gradient Analytics is maintaining his negative outlook on Splunk Inc. (SPLK) based on a combination of earnings quality and fundamental growth concerns.

Zin Bekkali, CEO & CIO at Silk Invest talks about the importance of local access in Frontier markets. He breaks down the strategy in the Silk Invest New Horizons Frontier Fund and the ever-involving focus on ESG in frontier market investing.

Investors are increasing their Thematic ETF exposure so listening to a leader in thematic investing like Jay Pelosky is must see viewing.

Jay Pelosky's Global Risk Nexus (GRN) analyzes the interplay between economics, politics, policy and markets across the Tri Polar Worlds regions as well as globally.

Brian Pellegrini talks to us about how he founded Intertemporal Economics. From his focus on Austrian theory economics and how he begins with analyzing the recent past through the lens of first principles to generate a hypothesis of what the present should look like.

Alex discusses this week's hot topic(s) of the PanXchange Frac Sand Weekly Advisory reports.

So what is Tri Polar World (TPW)? TPW thesis argues that globalization as we knew it died in 2008 and nationalism was unlikely to succeed. Listen to Jay Pelosky break it all down.

Adam discusses more institutional investment in the futures and options markets, with all-time highs in trading volumes. Then the Trust to ETF discussion for Grayscale, a new player in the lending protocol space, and finally the big hand of the IRS getting a better handle on the crypto asset space.

Meet Nucleus195's newest provider, TPW Advisory and the founder Jay Pelosky. He discusses his services and how his Tri Polar World and Global Risk Nexus products can help your investments.

Brendan is back with us to kick off the week talking about how emerging markets could be impacted by the stronger USD, is the chip shortage over-hyped? And Scott Duxbury can't let the chicken sandwich war go as they discuss can Shake Shack benefit by entering.

Tailwinds and policy risks, Good Friday payroll surprise, buyback comeback, regime change resistance.

3Things - Deliveroo Disaster IPO | Brexit Update | Freedom on the Suez Canal

Joined by John Fagan and Brendan Walsh from Markets Policy Partners and Norman Anderson from CG/LA Infrastructure, we discuss the substance of the Biden infrastructure plan and the road to success. Should funding from the private sector play a part as well as the federal government and how will the finances be managed? What about an infrastructure bank program?

Alex discusses this week's hot topic(s) of the PanXchange Frac Sand Weekly Advisory reports.

This week Adam discusses Visa's move to settling transactions in USDC, the race for a US Bitcoin ETF, Singapore Sovereign wealth fund, Temasek's investment into Bitcoin alongside the New Zealand retirement fund allocating to Bitcoin, and finally our old friend, Jack Dorsey's now famous Bitcoin clock!

Kicking off the week with Brendan McCarty. We discuss the potential multi-trillion dollar infrastructure bill, is Lululemon really a post covid re-opening name? We finish up with on potentially disappointing US auto sales and did Barron's miss any potential dividend stock people should be looking at.

This week Barry discusses reflation, pandemic effects, payroll preview, antitrust, and the unintended consequences of the Biden tax plan.

3Things - Suez Canal Blocked | We're Going Road Trippin'! | H&M boycotted

John and Brendan discuss Core PCE prices and personal spending. Is Core PCE going the wrong way? What is coming from the Fed?

Alex discusses this week's hot topic(s) of the PanXchange Frac Sand Weekly Advisory reports.