1) Earnings revisions
Only two questions matter near-term: Is the story getting better or worse, and are numbers going up or down?  That's it. 
For momentum names, in either direction, that's all that matters -> is the story continuing to improve w/ beat and raises, or is the story continuing to erode with misses / guidance reductions.
There is more complexity at extremes (ie second derivatives) that also works -> the story h...

To help you navigate the 2024 election, this guide provides an overview of crucial poll closing times across different states, adjusted to Eastern Standard Time (EST). Please note that your polling place may close earlier, so it's essential to confirm the exact closing time with your local authorities.
The table below outlines the latest poll closing times for each state, adjusted to EST. States that span multiple time zones and have uniform local c...

We’re seeing an interesting convergence of trends opening the door for a nuclear revival:
1. AI’s energy-intensive nature
2. Demand for clean baseload power to meet those needs
3. Big tech’s willingness to finance it
Industry veterans, utilities, and the people building nuclear companies know the challenges ahead. Nuclear power will be a hard problem to solve.
The question comes down to economics and engineering, i.e., how can we make nuclear energy affordable enough to j...

Market Analysis
1. Goldman Sachs' Republican outperform versus underperform basket is currently outperforming the Democratic outperform versus underperform basket.
2. The trading team at Goldman Sachs, including Faris Mourad, anticipates significant volatility in a basket of stocks closely tied to Republican policies if Trump wins the election.
- "Since this summer, the sensitivity of our Republican policy outperform basket to election events suggests that if Trump wins the pres...