Indonesia Remains World’s Worst as China Hits Bear Territory
Almost all Asian markets are in the red, with many of the year’s top performers the major laggards.
New Market Catch-22: Meta Spends Too Much, Tesla Too Little
Meta’s spending warnings and share-class fine print, Tesla’s capex cut, and a ‘not good enough’ beat from Lam Research are dragging Tech lower adding to a broader risk-off tape.
Fool Me Once… Fool the Trading Algos Over and Over Again
Why does the market fall for peace rumors time after time? Let me explain. Also, ever hear of the Great Pumpkin trade?
Key Earnings See Negative Reactions as Rotation Hits a Bump in the Road
SpaceX spent more, Tesla spent less, and Meta proved its spending works. The market is selling all three.
A Change in Sentiment Would Help. Here’s Why.
Sentiment is deeply important to how the market performs. Right now, sentiment remains more complacent than I would like.
SpaceX Lights a Fire Under Tech
Blowout SpaceX results lifted a swath of AI names, sending the Nasdaq up over 1%.
Good News for Tesla and Meta, But Good Enough to Attract New Buyers?
Mark Zuckerberg said his company hit major milestones toward what he calls personal super intelligence.
Doug Kass: Move Over Warsh, Nvidia Might Be Lender of Last Resort
Let’s look at who is really the most powerful banker in the world right now.
The Crude Conundrum
Let’s look at sticky oil prices, even after the flow largely returns from the Middle East. Also, could Tesla merge with SpaceX?
Tech Stock Charts Don’t Look Good, but the Market Is Oversold
It’s still an Either/Or market, but right now, with the market oversold, we could see a bounce.