Here’s a preview of what we’ll cover this week:  Macro: Who is Bearing The Tariff Impact?; Labor Market Revisions Validate a Cooldown Markets: How is The Investor Sentiment?; Oracle’s Meteoric Surge; Consumer Discretionary Ideas Are In Play Digital...

Here’s a preview of what we’ll cover this week:  Macro: Rate Cut Odds Are At 100%; Import Signals were Optimistic Markets: Capital Rotation Is ‘Still’ On; Semiconductor Capex Receiver Thesis; Consumer Discretionary Brands Aren’t Reflecting Optimism...

Here’s a preview of what we’ll cover this week:  Macro: The US Economy Shows Resilience Markets: How Is September For Markets?; NVIDIA’s Earnings Reaction Wasn’t Like-NVIDIA; Alibaba- Filling the NVIDIA Void; Small Caps In Action Digital Assets: FIS Bets...

Here’s a preview of what we’ll cover this week:  Macro: Jackson Hole, and What to expect now?; How is the Labor Market?; Inflation expectations are high, but wrong Markets: How Markets React To Jackson Hole; Value stocks > Growth Stocks – This...

Here’s a preview of what we’ll cover this week:  Macro: Housing: Melting up against Odds; U.S. Fiscal Mess Meets Private Equity Turnaround Markets: Markets are Funny; 13Fs Season Is Here; Energy on a tentative recovery; Multiples Aren’t Apples to Apples AI:...

Here’s a preview of what we’ll cover this week:  Market: Positive Sentiment In Utilities; Global Rates Decline Markets: Labor Supply is Squeezing; Credit Markets Signal Confidence; Dining Demand Holds; Ad Markets Are Growing AI: GPT 5 is Here ...

Here’s a preview of what we’ll cover this week:  Market: NFP Report; Sell-offs after Earnings; Anti Doom’s Trade; Weak Animal Spirits  Digital Assets: SEC Atkins embraces crypto; Is Jack Dorsey Satoshi Nakamoto? Lumida Curations: Chinese AI Models Dominate...

Here’s a preview of what we’ll cover this week: Macro: Still No Signs of Recession Anywhere; What contrarian looks like Market: Google Beats; Ziff Davis is Mispriced Crypto: Stablecoins vs. Interchange; Bitcoin won’t get past $125K in the...

Here’s a preview of what we’ll cover this week: Macro: Retail Sales Surprise; Who pays for Tariffs; Market: Banks Report Strong Earnings; TSMC shines Recognition The False Promise of 1% If short-term rates go to 1%, here’s what to expect. – A Repeat...

Here’s a preview of what we’ll cover this week: Macro: OPEC may pause; China risk is fading; No Recession in Sight Market: Discretionary rotation; Momentum is breaking; Thematic Exposure; TSMC’s Remarkable Revenue Growth AI: Distribution as a moat;...