Here’s a preview of what we’ll cover this week:  Macro: Bread and Synchrony Confirmed Consumer Strength Markets: High Expectations; When Will Semiconductors Bottom?; We Are In A Rotation; The Bull Market Remains Intact; Plenty of Worry. Plenty of Cash;...

Here’s a preview of what we’ll cover this week:  Macro: Fed Backs The US Economy; Inflation Is Still the Problem Markets: Markets Finish Higher as Leadership Flips; How Is The Earnings Season?; Microsoft: Please Don’t Associate Me With OpenAI; OpenAI:...

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: 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: The American Consumer; Credit Quality Stays High; Deal Flow Is Soaring At Record Pace; The Fed Can Afford to Wait. Markets: A Brick in the Road; Momentum Was Due for a Time-Out; The Magnificent Seven...

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: 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: The U.S. Economy Keeps Defying the Bears; Rate Cut Odds Soar Higher; How was the Labor Market Data? Markets: The Dot Com Flashback; Time To Buy Quality; Fear Is Maxed Out; Software Vs AI...

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: PCE Adds Support For December Cut; How’s the Labor Market?; AI Is A Productivity Engine Markets: Growth Vs. Value; The EU’s War On Meta; How Far Can Netflix Drop?; Google Is Catching Up Fast;...