WHEN THE ROBOTS COME FOR THE MONEY MANAGERS
The AI trade is shifting targets. For a while, it was all about who makes the chips and who builds the data centers.
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THE BIG BANKS AND THE 100-YEAR BOND
We’ve hit February already, and the momentum in the financial world isn’t slowing down.
THE BILLION-DOLLAR AI BLITZ
The Dow finally crossed the 50,000 mark during a solid relief rally.
THE DAY CLAUDE BROKE WALL STREET
Wall Street’s favorite trades just hit a wall.
WHY THE SOFTWARE TRADE IS CRACKING
The software sector is having an identity crisis.
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.