SpaceX IPO Grows Oversubscribed With Emotions High
The market faces an interesting setup going into Elon Musk’s IPO.
Bounce Fails and Now Major Market Catalysts Are Piling Up
After another disappointing day, the market faces three key issues.
A Downed Copter, Sinking Sentiment, and a Giant IPO Called SpaceX
Let’s look at how market sentiment on thin ice can absorb a failing ceasefire and a mega-IPO. Also, put Saronic on your radar.
Hot CPI Could Kill Interest Rates Hopes
Money flowed out of tech and into retail, banking, homebuilder and biotechnology on Tuesday.
From Meltdown to Manic Monday: Erratic Tech Trade, Peace-Fire, Grumbling Chart
Let’s check the latest on the supposed peace deal, make sense of the hot-and-cold tech trade, and sort through the crowded IPO filings.
Think Friday Was Bad? Get Used to It
Let’s unpack what happened and why I expect more such days over the coming months.
Peace Eludes, Rate-Cut Shot Fades, Semiconductors Slide, But Jobs Shine
Let’s check the ceasefire talks as fighting breaks out, the semis under pressure, jobs data … and see what’s ahead this week.
Fix Portfolio Drift Now and You Might Save Your Retirement
Your future self is begging you to check up on your portfolio holdings.
Surprising Job Report Eliminates Chance of Interest Rate Cut
This is a much stronger labor market than those who vote on policy at the Fed’s FOMC thought they were going to be dealing with.
Private Credit Contagion Will Spread as Market Ventures into Uncharted Territory
When else in history have equities traded at record highs while consumer sentiment readings were at record lows?