Latest news
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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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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