Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.
Nvidia’s $500B Plan, Intel Raises Cash, Iran Digs In
Here’s my take on Intel after it taps the capital markets, that huge Nvidia plan, and the lack of a deal with Iran.
The Calm Before the Storm
Lull in fighting between U.S. and Iran to be followed by big earnings by Amazon, Microsoft, Meta, and an economic data deluge. Also, a defense shortage?
Nasdaq 100 Passes Technical Test; Semis’ Tough Week; Iran Spat Calms?
Let’s dive into the charts and why they point to a possible a.m. tech rally; look down at ON Semiconductor, Arm Holdings and Qualcomm; and check the latest on Iran.
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.