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 …
While Everyone’s Swinging for the Fences, I’ll Continue to Hit Singles
Extreme concentration and 100x earnings multiples aren’t my game. This off-the-radar tech trade is.
‘Strait’ of Confusion, Black Eye for Bezos’ Blue Origin, Sell … in May?
Iran deal is reportedly near, again …; Blue Origin proves ‘rockets are hard’ and remember what the say about May? Well…