“The sharp selloff in Korean equities from the June peak is raising questions with some investors regarding the sustainability of the AI trade more broadly. With Middle East tensions rising again, this too has added to market consternation.”
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“The next test is no longer whether AI demand exists, but whether pricing, margins and cash flow can justify the capex bill. If…
How high can we push valuations before something snaps violently?
Correlations to Brent are back at the highs... making for a very hard trading environment where conviction is hard to find...
Whether its massive 0DTE puts coming in on oil before a ceasefire announcement or someone seeing Conor McGregor limping into the…
Why investors may be overlooking the biggest risks facing today's markets.
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
