AI-powered market analysis and insights
New Fed Chair, record S&P 500, all-time low consumer sentiment, and a Memorial Day cookout that'll make you cry into your slightly flat bacon. Markets contain multitudes.
Oil's flirting with $110, a new Fed chair wants to blow up the dot plot, and SpaceX just filed an S-1 claiming the largest TAM in human history. Normal Tuesday.
SpaceX just filed its S-1. OpenAI is days away. The Fed wants to hike. And Paul Tudor Jones sees 1999 vibes. What could possibly go wrong?
Oil above $108, 30-year yields cracking 5%, a new Fed chair who owes Trump a favor, and Jensen Huang still somehow the most chill guy in the room.
A €1B daily EU-China trade deficit, a $61M/day transit strike, and lumber up 10% YoY. The macro picture isn't pretty — and markets are just starting to notice.
Trump met Xi, Jensen Huang got a standing ovation in China, and Cisco just had the best quarter anyone's ever seen. The market is connecting dots fast.
S&P 500 at 7446. PPI at 6%. Kevin Warsh confirmed as Fed Chair. AI stocks ripping. The macro picture is equal parts thrilling and terrifying.
Dimon warns of exuberance. Yardeni targets Dow 60k. Semis are melting down. Oil is $99. GameStop tried to buy eBay. We have questions.
The S&P 500 just hit record highs with only 49% of its components above their 50-day moving averages. That's not a bull market. That's a hostage situation.
Powell's gone, the Strait of Hormuz is barely open, and hyperscalers just doubled capex to $700B. The market's threading a very thin needle right now.
Brent crude hits $101, CPI is heading for 3.7%, and the S&P somehow just hit records. The market is not okay. Neither is your gas bill.
S&P 500 hits record highs, semis surge on Apple-Intel buzz, and CPI is about to tell us whether this party has a designated driver.