Big Bank Earnings Day is usually a celebration, and on the surface, this quarter looked great.

They all posted strong results. Most beat on both revenue and earnings, with solid fee growth, trading revenue, and wealth management strength....

On our thematic table, there are a few standouts.

Namely, all the crypto vehicles are exploding higher in this environment. Bitcoin is making all time highs, and this is the first time this cycle that...

The dollar is undergoing a counter trend rally.

And when it comes to international equities, some are coming under pressure… but others look like they are just getting...

Trying new things is hard.

It doesn’t matter if it’s a new trading strategy, a new instrument—like moving from stocks to options or options to futures—or a new way of doing research… newness brings discomfort. It’s awkward. You don’t know what...

Fastenal $FAST continues to show why it’s one of the most reliable names in the industrial sector.

The company just delivered another double beat for Q2 2025, and the market rewarded it with a 4% rally, marking its 7th positive earnings...

We’ve been talking a lot about how the broadening of international markets is fueling this bull run.For the first time in many years, we’re seeing a sustained stretch of outperformance from markets outside...