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: FED Rate Cuts Markets: Cycle Highs, Meltup, Meltdown, Mayhem Company Earnings: Consumer Staples were resilient; Consumer Discretionary saw strong demand. AI: LLM Giants: The Final Five This week, we...

Here’s a preview of what we’ll cover this week:  Macro: What Recession?, Median checking and savings deposit balances are up, How the Wealthy Avoid Paying Taxes Market: Market Stages Company Earnings: Energy Call: SHELL, NVIDIA Earnings AI: New Golden Era...

Here’s a preview of what we’ll cover this week:  Macro: Powell Agrees To An Expanding Economy; Weaker Dollar Is A Markets’ Tailwind Markets: Meta: Non-Consensus Alpha; Microsoft Was Misunderstood; Amazon: A White Knight For OpenAI?; Winner of CapEx...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: There Were Signs; The AI Apocalypse Trade; Hubspot Earnings; Investors Are Positioning For Cash; More Trouble For OpenAI; WSJ is the contrarian Indicator; The Bubble...

Here’s a preview of what we’ll cover this week:  Macro: Fear of a Slowdown, Fed Reverse Upside Down, Tariff Endgame and Post-Election Weakness, Bezos: Liberty – Press Advocacy, Argentina’s Economic Surge, Housing Unfreeze Ahead?  Market: Sector...

Here’s a preview of what we’ll cover this week:  Macro: Is the US Economy Shock Proof?; How’s The Labor Market?; Credit is Re-Accelerating Markets: The AI Flywheel Has Just Begun; Delta’s Q3 Shows Consumer Strength Digital Assets: Polymarket: the Market...

Here’s a preview of what we’ll cover this week:  Macro: Main Street Still Strong; Credit Normalization; Private Credit Risk Is Controlled Markets: AI & Productivity Growth; The AI Buildout Isn’t a Bubble; Energy Companies are Major AI...

Here’s a preview of what we’ll cover this week: Macro: Healthcare, See’s Candies, The Bubble in Quality Market: NVDA’s $1T Capex Call, Cruise Control Trade (NCLH), TSMC Mispricing Opportunity, Small Cap Value Rotation, Earnings Season Highlights AI:...