Wall St. Cashes Out, Peace Deal Crashes Out, Semiconductors Smashed Up
Let’s check the fighting with Iran, why Wall St. is cashing out, how far the semis fell, and why inflation numbers are more nuanced than they appear.
A Downed Copter, Sinking Sentiment, and a Giant IPO Called SpaceX
Let’s look at how market sentiment on thin ice can absorb a failing ceasefire and a mega-IPO. Also, put Saronic on your radar.
Hot CPI Could Kill Interest Rates Hopes
Money flowed out of tech and into retail, banking, homebuilder and biotechnology on Tuesday.
From Meltdown to Manic Monday: Erratic Tech Trade, Peace-Fire, Grumbling Chart
Let’s check the latest on the supposed peace deal, make sense of the hot-and-cold tech trade, and sort through the crowded IPO filings.
Tech vs. Financials
Tech ($XLK) vs Financials ($XLF) at 1:13 PM:
Position: None
Peace Eludes, Rate-Cut Shot Fades, Semiconductors Slide, But Jobs Shine
Let’s check the ceasefire talks as fighting breaks out, the semis under pressure, jobs data … and see what’s ahead this week.
Broadcom Bleeds, Semis Sink, Will Jobs Numbers Stink?
After a week that feels like pulling teeth, let’s check on the ‘rotation,’ the semiconductors and brace for the jobs report.
A Ceasefire With Lots of Fire; OECD’s Dire Warning, Another Tariff Try
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
Iran Walks? U.S. Manufacturing Up; Meet the $3.5 Trillion IPO Club!
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
Explosive Ceasefire, Nvidia Shows ‘Spark’, Dimon Eyes Exuberance
U.S. and Iran trade fire over the weekend, Nvidia unveils a new super chip, and Jamie Dimon says exuberance ain’t so bad …