WHY THE SOFTWARE TRADE IS CRACKING
The software sector is having an identity crisis.
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WHY SOFTWARE JUST HIT A WALL
Software stocks are getting hammered.
MUSK'S $1.25T POWER MOVE
Elon Musk has decided to merge SpaceX with xAI, which had already been rolled into X.
THE CHIP GAME JUST CHANGED
The market just got a wake-up call.
MUSK’S TRILLION-DOLLAR CONSOLIDATION PLAY
We are waiting on Trump to announce his Fed chair pick today, while Blackstone is quietly lining up one of the largest IPO pipelines in history.
ELON'S STAR CHARTS & THE S&P 7000
The market has officially entered the Twilight Zone.
RISK IS BACK ON THE TABLE
The animal spirits are awake. Traders are officially the most "risk-on" they have been since the 2021 frenzy.
STARTUPS ARE EATING EACH OTHER
The rumor mill is spinning: BlackRock’s Rick Rieder is suddenly the frontrunner for Fed Chair.
TARIFFS RETURN & GOLD HITS $5K
The geopolitical temperature just cranked up a notch.
TRUMP VS. JAMIE: THE $5 BILLION GRUDGE MATCH
It’s getting personal at the top.
THE GREENLAND THAW
The market finally got the signal it was waiting for, and it came from the most unlikely place: Greenland.
THE GLOVES ARE OFF
It’s a red sea out there.