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📈 MEGA rotation is happening right now
Morning Observers, Stocks are at record highs and AI is still all over the headlines, but there’s a mega rotation...
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Iran deal is off to a bumpy start
The U.S. and Iran postponed Friday’s talks in Switzerland over a permanent peace agreement...
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Iran deal rally is on!
Futures are pointing to stocks ripping higher out of the gate this morning…
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Fed can "cut" rates today
Warsh can “cut” or “raise” rates without actually cutting or raising them...
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The recession that never came
The Hormuz closure stress-tested the economy, but didn’t break it.
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World's most expensive Ctrl+Z?
The U.S. and Iran say they’ve reached an interim agreement to end the war...
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SpaceX IPO day!
IPO returns are terrible
IPOs can be a great deal for underwriters and their clients, but they rarely are for you...
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Is SpaceX pump and dump?
S&P 500 and chill or not
S&P 500 and chill, and earn 10% until you retire? There’s a 96% chance that won’t happen...
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AI equity supply shock
Trump wants to nationalize AI software companies on national interest grounds, but it looks more like an AI bailout...
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Global economy is breaking apart
The early signs are showing up in one of the "nerdiest" trades...
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End of S&P 500 as we know it
ETFs tracking S&P indexes could soon be forced to buy large, unprofitable tech companies...
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Alphabet just made history
The tech giant is raising $80 billion through a series of equity offerings...
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Stocks most expensive in history
Today's prices have passed the dot-com peak and pre-Great Depression mania...
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U.S. and Iran reached a deal
Morning Observers, After weeks of leaks, anonymous “sources,” and diplomatic theater, the U.S. and Iran appear to have landed on...
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Meet the new “central bank of oil”
China's collapsing oil imports are a blessing in disguise.
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