Would You Pay Your CEO $6 Billion to Sell the Company to His Other Company?
Elon Musk’s magic $506 number, why he wants to close this deal fast and how I’d trade it.
The Gap Under the Market May Finally Be Starting to Close
A warning about AI growth may be the news needed for better action in the broader market.
Another Trump-Xi Meeting Disappoints, Though China Can Claim Win
Investors have little to cheer about after five summits between the leaders.
Is the AI Gravy Train About to Get a Yellow Signal?
The market may not be selling off solely because of oil and Iran. Investors may be starting to price in another troubling risk.
Rotational Pressure Prevents Breakout Momentum From Developing
Fallout from Meta’s Muse is hitting the financial sector.
Investors Are Out of Position — And That Is Supporting the Indexes
Why being wrong-footed makes for a market that is harder to knock down. Plus, the most underappreciated development this week.
Bessent’s Big ‘Bazooka’ Not Big Enough, Trump’s $5G Promise, Debt Woes
Let’s see why the $6B repurchase plan let down investors and bond traders, check the math on Trump’s $5G ‘dividend’ promise, and … a Nvidia probe.
Shein Preps for IPO at Fraction of Peak Valuation. Is It Finally a Bargain?
Down close to 75% from its $100 billion peak valuation, the fast fashion retailer will list in Hong Kong while questions swirl about its prospects.
Rocky Start to Iran Deal, Charting LESS Volatility, Bracing for Price Data
Let’s check the latest on the Iran deal after a bumpy weekend; also, how the bears, bulls and … Sarge sees the chart of the S&P.