Market Shifts Into Full Mania Mode
As AI trade continues to enter more and more radical territory, I’m bracing for a bad ending.
SoftBank Overtakes Toyota as Japan’s Largest Company
Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.
This Market Looks Like It Was Built on a House of Cards
As I look out to the housing market in Miami and beyond to the AI trade, I’m feeling a bit of déjà vu.
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.