Here’s a preview of what we’ll cover this week:  Macro: Don’t Bet Against The US Consumer Markets: The Rotation Is Not Over; What Would Cause Me To Go Bearish; Consumer Discretionary: The Worst Is Priced In; Microsoft Is Cutting Out the AI Middleman;...

Here’s a preview of what we’ll cover this week:  Macro: 250 Years, and Still Flourishing; The Jobs Report Markets: The Great Semis Unwind Has Begun; The AI buildout Needs a Power Cord; The Compliance Gene Lumida Curations: Dylan Patel on Why Nvidia Is...

Here’s a preview of what we’ll cover this week:  Macro: The Bottom Half Is on a Tear; Inflation’s Third Wave Is Already Breaking Markets: The June Swoon; The Rotation Is Underway; Bull Markets Are Born On Pessimism; What Happens If Data Center...

Here’s a preview of what we’ll cover this week:  Macro: The Bottom Half Is on a Tear; Inflation’s Third Wave Is Already Breaking Markets: The June Swoon; The Rotation Is Underway; Bull Markets Are Born On Pessimism; What Happens If Data Center...

Here’s a preview of what we’ll cover this week:  Macro: Inflation Is a Choice; A Solid Economy and a Stable Job Market Markets: The Market Passed Every Test; Rotation Ahead; Where Are Fund Managers Headed?; The Death of Nvidia Is Greatly Exaggerated;...

Here’s a preview of what we’ll cover this week:  Markets: The Prevailing Bearish Sentiment; Copy Trading Is Driving Momentum; Adobe: The Market Read The Wrong Line; OpenAI Is Cutting Prices; The Alpha In Healthcare?; The Power Bottleneck; SpaceX IPO: To...

Here’s a preview of what we’ll cover this week:  Macro: AI is driving Labor Markets; High Employment + Higher Inflation Markets: The Return of Quality; The Bull Market Is Intact; SPGI: The Sequel; Nvidia: The Bull Case Keeps Writing Itself; Google Knows...

Here’s a preview of what we’ll cover this week:  Macro: Dollar Tree Seconds A K-Shaped Economy; Inflation Is Running Hotter Than Hot Markets: Momentum Factor Can Keep Running; Software Is Breaking Out; AI Infrastructure Demand Is Still Increasing; What...

Here’s a preview of what we’ll cover this week:  Macro: US Economy Is Resilient; The K-Shaped Economy; Inflation Is Misbehaving Again Markets: This Rally Has Room To Run; JUNK RALLY; Our Choice in Animal Spirits; Prepare For The Rotation; IPOs Ahead;...

Here’s a preview of what we’ll cover this week:  Macro: It’s a Hot Economy; Rate Cuts Are Off The Table Markets: Do We Have An AI Bubble?; Early in The AI Economy; Micron’s 600% Move Is Justified; Smart Money Sees The Dislocation in Meta; Nvidia Has...