It’s Time for the “Catch-Up” Trade
The value names are ready to rally.
Jeff Clark
The Chip Rally is On Borrowed Time
Semiconductors are leading the market. But that strength may not last through earnings…
What a Game of Checkers in 1951 Can Teach You About AI
AI levels the playing field between the hedge fund elites and everyday investors.
Fartcoin – A Cautionary Tale
We need to keep our eyes on one thing during raging bull markets…
AI Stocks Are in a Bubble… And I’m Staying Away
AI is the wave of the future. But the stock valuations are way ahead of themselves…
Another Canary Has Fallen Ill…
The stock market’s momentum train has been unstoppable… so far.
Canary in the Coal Mine: Banks Signal What’s Next
The bull markets keep running, but banks may be hinting at what’s next
A Scary Start to the Fourth Quarter? Here’s What the VIX Is Doing…
Let’s take a look at the scariest chart in the market right now…
Will the USD Be the Most Surprising Rally of 2025?
Rather than buying stocks now in anticipation of a year-end rally, buy the U.S. dollar instead.
We’ve Seen These “Speculative Bubble” Gimmicks Before…
Maybe a reasonable question to ask about Open AI is, “Where is this money coming from?”