Morgan Stanley Sends AI Trade Warning: Stop Buying
I’m enjoying the aggressive speculative trading, but growing worried about some upcoming catalysts and toppy technical action.
Could We Be Near a Top for 2026?
The SpaceX IPO and an Iran deal could be ‘buy the rumor, sell the news’ events that mark the top of the market for the year.
IPO Fever Is Back: What Investors Should Know Before Jumping In
As IPO buzz builds around names like SpaceX, let’s discuss the time machine temptation, risks, lock-ups and much more.
‘Strait’ of Confusion, Black Eye for Bezos’ Blue Origin, Sell … in May?
Iran deal is reportedly near, again …; Blue Origin proves ‘rockets are hard’ and remember what the say about May? Well…
Consumers Wrestle With Inflation as the AI Economy Booms
Dell is flying on AI demand while Costco struggles with high oil prices.
The Bulls Are in Charge, but 3 Negative Catalysts Loom
Investors must stay vigilant with these macro headwinds coming in.
World-Leading Stock Rally Gets Pension Fund Support
Here’s how the National Pension Service in Korea is changing its allocation to Wall Street assets and domestic stocks.
Drones Catch a Bid as Investors Await News on Iran and Inflation
Let me tell you about the latest ‘hot pocket’ and one name I’m long and watching.
Lower Oil Doesn’t Help a Market in Need of Rest
The market got nothing new on Iran except a harder line from President Trump.
I’m Tightly Trading Two Stocks While Protecting Gains
I’m reducing some positions, but adding this highly speculative, low-priced data center name.