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Tuesday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🧾: Stocks slipped as hot CPI and $102 crude dragged tech lower, even as the Dow finished green. The day’s tape was a clean rotation out of Monday’s chip winners and into inflation-defense mode.   *The...
21 hours ago
3 MIN READ
CPI Ruins Tech Tuesday
CPI Ruins Tech Tuesday
Tom Bruni The Daily Rip
The Daily Rip Presented by CLOSING BELLCPI Ruins Tech Tuesday The market fell Tuesday, pulling back after a roaring Monday saw memory and chip adjacent stocks fly. Turns out, while capex is soaring, so are regular prices. The April Consumer Price...
21 hours ago
10 MIN READ
The Senate's 309-Page Crypto Bill, Broken Down 📜
The Senate's 309-Page Crypto Bill, Broken Down 📜
Jonathan Morgan The Litepaper
NEWSThe Senate’s Crypto Bill Has Arrived. The Real Story Is in Title IV 😶 Here’s what’s in the Tim Scott amendment that came out last night. You can read it all here, too. If you like that kind of stuff. I’m going to summarize this as much as...
23 hours ago
12 MIN READ
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Tuesday links: attached at the hip
Tadas Viskanta Abnormal Returns
Markets The stock market rally is broadening out. (trendlabs.com) Stocks are rallying despite poor consumer sentiment. (carsongroup.com) Strategy Different stocks have differing durations. (flyoverstocks.com) Why AI-generated investment content is a waste...
1 day ago
2 MIN READ
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Research links: biased assumptions
Tadas Viskanta Abnormal Returns
Quant stuff A round-up of recent academic research including ‘ Options Trading Strategy in Earnings Season.’ (alphainacademia.com) A new monograph “The Active Side of Indexing” by Rob Arnott and Lillian Wu just...
1 day ago
1 MIN READ
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Monday
Stocktwits Chart Art
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🛢️: Stocks closed green, but the leadership was anything but broad. Oil jumped on renewed Iran risk, AI infrastructure names ripped, and classic defensives cracked while traders looked ahead...
2 days ago
3 MIN READ
Burry Rang The Bubble Bell 🪦
Burry Rang The Bubble Bell 🪦
Tom Bruni The Daily Rip
CLOSING BELLHappy Monday Happy Monday, unless your portfolio was hiding in staples and pretending that counted as defense. The broad tape closed green, but the real action was weirdly specific: oil, AI plumbing, hard assets, and a few rate-sensitive...
2 days ago
10 MIN READ