Mag 7 The Mag 7 era for markets is over. (chartkidmatt.com) CDS spreads for the Mag 7 companies are on the rise. (apollo.com) Strategy Tony Isola, “Never confuse an unavailable price for a lack of volatility.” (tonyisola.com) Do retail...
Podcasts Christine Benz and Amy Arnott talk with Brett Arends about making your money last in retirement. (morningstar.com) Chris Hill talks with Blair duQuesnay about not screwing up your money. (blairbellecurve.com) Joe Davis talks with Barry Ritholtz...
One thing that comes with every tech wave of course is new intellectual property. And patents. This AI Tech Wave is no different. And some of the numbers are now coming in. Axios provides some details in “Patents for AI agents accelerate”: “More than...
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🧩: Falling oil and strong defensives kept most stocks afloat while another semiconductor rout split the market beneath the surface. Boeing, PayPal, Coca-Cola, and Royal Caribbean rewarded earnings...
The market split in two Tuesday as falling oil and defensive strength lifted most stocks while a semiconductor rout dragged the Nasdaq lower. Seven sectors finished green, but the headline calm hid a violent rotation. Health care and consumer staples...
Today’s theme is an old one. You can’t have your cake and eat it too. And there is a wrinkle in that phrase worth knowing. The older version, the one that actually makes sense, runs the other way around. You can’t eat your cake and have it too. Once...
CXMT Memory maker CXMT is now public. (cnbc.com) Local governments are the big winners with the CXMT IPO. (ft.com) Japan Japan’s boom and bust may be the most interesting in financial history. (awealthofcommonsense.com) Japan is now facing...