Weekly Roundup: Oil, Yields and AI Jitters Make for a Choppy Climb
We added to one holding while our concern for higher energy prices starts to play out.
Oil & Treasuries Up, Fed Minutes Ahead: 8 Items Shaping the Market Wednesday
Let’s check key items to watch today, including Marvell’s Investor Day reaction and SpaceX looking for Nvidia cash.
Avoiding These Bullpen Candidates as Commodity Prices Surge
Rising coffee, milk, cocoa, sugar and cotton prices are potential margin headwinds ahead.
Michael Burry Vs. My Panic Points; Ferocious Foxconn Sales; Bad Jobs Data
Why I’m sticking to plan on memory stocks; also, let’s brace for the week ahead, check the markets’ charts, and interpret those jobs numbers.