When Stock Market Expectations Get Too High
To maintain those lofty valuations, companies can’t merely produce good results. They have to keep hitting it out of...
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First Signal
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Don’t Fall for the Semiconductor Selloff
SMH fell 6.4% in the three days following the Kimi K3 release. Here’s why you shouldn’t worry…
The Next Crypto Mania Could Be Breaking Out
This chart is a tried-and-true gauge of crypto’s risk appetite…
The Story Behind the Chip Selling
The selling in technology and semiconductor names over the past several weeks has been violent. That type of behavior...
A Bullish Signal from the Big Banks
The big banks are kicking off earnings season, Warsh is making good on his promise for "regime change," and...
The Institutional Shift Onchain
In today’s First Signal, the FDA is restructuring its “radical transparency” initiative, some of the world’s most powerful financial...
