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Economy
The Trade Everyone Can See Is Usually the 1 That Hurts
But you need to know whether you own a steady carry engine or a lottery ticket with a Bloomberg terminal.
I think this note is…
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Price Squeeze Intensifies as AI Demand Pushes Memory Costs Higher Across Tech
Micron () earnings came in 22.5% higher than forecast, up 206% q-o-q, +1,315% y-o-y. Revenue was up 116% q-o-q, +270% y-o-y. These were…
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Federal Reserve Board – Federal Reserve Board announces termination of enforcement action with…
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Federal Reserve Board – Federal Reserve Board issues enforcement action with employee of Bank…
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Is the US Dollar Waving a Red Flag at AI Bulls?
For now, AI bulls are betting that earnings can outrun the tightening cycle. The dollar, from a historical perspective, says they can…
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Federal Reserve Board – Federal Reserve Board’s annual bank stress test confirms that…
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9 Jesse Livermore Lessons Still Relevant in Today’s Markets
In 1891, at 14 years old, with nothing but the clothes on his back, Jesse Livermore left his family and headed to Boston. He quickly…
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AI Memory Weakness Shows How Crowded the Tech Trade Has Become
The spark is Korea, where and have fallen more than 10% amid reports that AI-memory expansion may be slowing and capital allocation is…
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DAX, GBP/USD Forecast: 2 Trades to Watch
falls amid global tech rout. below 1.3250 on UK politics, PMIs up next.DAX Falls Amid Global Tech RoutEuropean stocks are falling…
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