Apple Is Just Peachy. That’s The Problem
Is the chip selloff the bond market repricing duration, or the stock market finally repricing AI capex? That’s the only question worth sitting with right…
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CPI Decides Who Gets Hurt
Bitcoin has spent days pinned inside a $2,500 box, and both sides of it are loaded. Today’s CPI print decides which side gets hurt: does…
Can Banks Plug The Tech Leak?
Earnings season opens with one question hanging over the tape: can the banks put a floor under this market, or does the tech leak turn…
Two Earnings Calls Are Carrying This Market
How many stocks does it take to hold up an index? Right now the honest answer is: not many, and two of the most important…
Altcoin Bros Still Waiting For Godot
Every time one altcoin rips while Bitcoin chops, the same question comes back: is this the start of a rotation into alts, or just one…
Eighteen cents short of a breakout
Small caps are being punished by the cost of money while Tesla is being bid on a technical breakout level. IWM is near the bottom…
