Hot Money Rotates to Keep the Market Running
Rolling updates on negotiations with Iran seem to have lost their meaning.
Rolling updates on negotiations with Iran seem to have lost their meaning.
Rotation and short-covering within the AI sector is holding up the market.
As AI drives the market to new highs, several issues could deliver a rush for the exits.
We put capital to work in several holdings, booked massive gains on two others, and added a new candidate to the Bullpen.
Iām reducing some positions, but adding this highly speculative, low-priced data center name.
The Mag 7 is lagging amid investor demand for higher-risk, speculative names.