One of the most aggressive AI melt-ups globally just hit its first real air pocket. Spot-up, vol-up works great…until everybody suddenly realizes they are naked to the downside.
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Latest: Post-Hormuz: Bullish or Bearish
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"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a…
But the real danger isn’t Nvidia crashing. It’s the zombie laggards suddenly waking up and ripping the short leg straight through…
...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal…
When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else…
...strongest monthly rise in 14 months
“They need the Strait more than we need it open, we don’t, we don’t need it at all,”
