ELON'S STAR CHARTS & THE S&P 7000
The market has officially entered the Twilight Zone.
The market has officially entered the Twilight Zone.
The animal spirits are awake. Traders are officially the most "risk-on" they have been since the 2021 frenzy.
The rumor mill is spinning: BlackRock’s Rick Rieder is suddenly the frontrunner for Fed Chair.
The geopolitical temperature just cranked up a notch.
It’s getting personal at the top.
The market finally got the signal it was waiting for, and it came from the most unlikely place: Greenland.
It’s a red sea out there.
Trump is picking fights on all fronts.
Good afternoon, It’s a strange time on the Street. On one hand, you’ve got unbridled optimism: Goldman Sachs and Morgan Stanley are crushing earnings, deal pipelines are filling up, and LPs are pouring cash into multi-strat hedge funds. The machinery is humming. But look under the hood,
The big story today? The smart money is looking East.
The commodities supercycle just got its defining deal.
Larry Ellison is not letting go.