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Tuesday
Stocktwits Chart Art
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🧠: The market started the short week higher as Micron’s trillion-dollar AI-memory rip dragged tech, semis, and small caps back into chase mode. Iran ceasefire hopes stayed messy after...
20 hours ago
3 MIN READ
Micron at $1T Makes It Weird 🧠
Micron at $1T Makes It Weird 🧠
Tom Bruni The Daily Rip
Presented by The market was green ‘ish’ to start the shortened trading week Tuesday, as traders woke up from one of the few days off a year, right back to chasing tech and oil headlines. Micron minted a record, and fresh bombing runs in the Gulf started...
20 hours ago
10 MIN READ
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Tuesday links: extreme capriciousness
Tadas Viskanta Abnormal Returns
Markets Rates are up all over the world. (axios.com) Bonds and stocks are living in two different worlds. (mrzepczynski.blogspot.com) Are one-time effects driving S&P 500 earnings? (axios.com) The ERP is essentially zero. (wsj.com) Finance...
1 day ago
2 MIN READ
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Research links: waves of disruption
Tadas Viskanta Abnormal Returns
Research Why factor rebalancing matters. (alphaarchitect.com) A model of the global credit factor. (libertystreeteconomics.newyorkfed.org) AI disruption is here. How to sort the winners from the value traps. (sparklinecapital.com) How housing and...
1 day ago
1 MIN READ