The “Memory Wall” and Why It’s Driving the...
What’s in Today’s Report: The “Memory Wall” and Why It’s Caused the Latest AI-Driven Rally and Futures are higher this morning.
Will a U.S.-Iran Peace Deal Be a Bullish...
What’s in Today’s Report: Will a U.S.-Iran Ceasefire Be a Bullish Catalyst? Weekly Economic Outlook – All Eyes on U.S. Inflation Data.
Oil and Inflation (Worse Than You Might Think)
What’s in Today’s Report: Oil and Inflation (Worse Than You Might Think) and Futures are little changed following a quiet night of news.
How to Get Pre-IPO Exposure to SpaceX
What’s in Today’s Report: How to Get Pre-IPO Exposure to SpaceX and Futures are modestly lower as NVDA earnings met expectations.
Is the Outlook Turning More Negative: Market Checkup
What’s in Today’s Report: Is the Outlook Turning More Negative? (Market Checkup), Chart: 30-Yr Treasury Yield Rises to the Highest Since 2007.
Understanding Why Tech Stocks Have Exploded Higher (And...
What’s in Today’s Report: Understanding Why Tech Stocks Have Exploded Higher (Again) and If It Is a Bubble This Time and more...
Is This An “Earnings vs. Everything Else” Market?
What’s in Today’s Report: Is This An "Earnings vs. Everything Else" Market? Weekly Market Preview and more...
Monthly Bitcoin & Crypto Update (May)
What’s in Today’s Report: Monthly Bitcoin & Crypto Update (May) and Futures are sharply lower as rising Treasury yields.
New ETFs for Your Watchlist (April Launches)
What’s in Today’s Report: New ETFs for Your Watchlist (April Launches) and Futures are modestly higher on strong CSCO earnings.
MMT Levels Chart: Concentration Risks Rise Again
What’s in Today’s Report: Market Multiple Targets – S&P 500 Chart and “Concentration” Approaches ATHs Amid Overbought Conditions.