To Whom It May Concern…
The semis are wobbling and everyone is talking about Korea. No wonder we’re starting to see some concern. Just don’t call it panic.
Why I’m Bracing for the Market to Cool by Fall
Nasdaq, the S&P and even the Russell are all up; but here’s why I think they’ll come back down to earth.
Cracks in the AI Narrative? Margins Suddenly Matter
SpaceX is round-tripping, Cerebras is getting marked down on margins, and concerns grow around OpenAI and Anthropic.
Careful Where You Step in This Market
Tech is looking stretched, housing is looking weak and SpaceX is blasting past powerhouses like Amazon as other AI companies line up to go public.
While Everyone Was Selling, I Initiated a New Position in This Mid-Cap Biotech
I made exactly one trade Friday — and I went to Denmark to do it.
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.