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Is tech concentration really a problem?
The reality is almost the exact opposite of the doom and gloom you often hear...
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SK Hynix pulled biggest foreign IPO
The South Korean memory-chip maker raised $26.5 billion, topping Alibaba’s record-setting American debut...
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Real reason investors hoard cash
If this is a bubble, why are investors hoarding the most cash since 1990?
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Is Mag 7 the next AI trade?
Magnificent 7 stocks have not been this cheap since 2015, and Wall Street has two bold theories about why...
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SpaceX joins Nasdaq 100!
Nasdaq changed two fundamental rules earlier in May to get SpaceX into the index today...
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The forgotten 1999 trade
From 2000 through 2011, the S&P 500 retuned virtually nothing while gold surged about 500%...
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Is this all-talk, no hikes Fed?
Kevin Warsh is reinforcing the thesis that he could be an all-talk, no-hikes Fed chair...
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Trump made $1.4B from crypto
And the wild part is that crypto was by far the biggest source of his income...
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Iran deal that wasn't
“Signed the same deal and walked away with different conclusions”
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South Korea goes all-in on memory chips
Memory chip deficit is so bad that South Korea is changing its whole industrial policy around it.
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🛢️ Oil is back to pre-war levels
Morning Observers, It’s official! Oil is back to pre-war levels. Although there are still a lot of unknowns about what...
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📉 AI memory stocks crash
Morning Observers, The AI memory boom just hit an air pocket, with South Korean stocks crashing nearly 10% and triggering...
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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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