New Chair Kevin Warsh Wants to Bring Fed into the AI and Data Age
The new Federal Reserve chair outlined his vision for the future.
Careful Where You Step in This Market
Tech is looking stretched, housing is looking weak and SpaceX is blasting past powerhouses like Amazon as other AI companies line up to go public.
Tech Tumbles, SpaceX Soars, Warsh-Era Begins
Let’s examine what to expect from the FOMC, look at post-IPO SpaceX, and peer down at Marvell, Intel and KLA Corp.
Warsh Faces Dilemma Amid Investor Hopes for a Dovish Fed and Inflation
The new Fed Chair will have a difficult time delivering the rate cuts that Trump desires.
Are Options Traders Sounding a Warning Signal for Stocks?
We can talk about the Semis and the transports, but it’s the options that are giving the most worrying signal.
Financial Stocks Benefit as Rotational Action Intensifies
Technology names led on Monday, but lower interest rates were the focus on Tuesday.
Japan Raises Rates to Highest Level Since Bubble Pop
The Bank of Japan has lifted the base rate to its highest level in 31 years, but is keeping its eye on business-to-business price hikes.
Adding to a Health-Related Name as SpaceX Sucks Up the Oxygen
As the action narrows, I’m continuing to raise cash.
The Story to Watch as Lower Oil Drives Renewed Momentum in Chip Stocks
Investors are expecting a more dovish Fed, but the market strength is narrow.
Weekly Sentiment Survey: The Team Leans Bearish Overall
While the overall sentiment was bearish, not all members feel that way.