It’s one of the hottest trades of the year… and barely anyone is talking about it. I’m not talking about artificial intelligence stocks. I’m not talking about cryptocurrencies. More
Articles
September Rate Cuts Are Becoming a Red Herring
The September Fed meeting will likely mark the first interest rate cut in this economic cycle. And investors will be closely watching its size – a single 25 basis point cut versus a “jumbo” 50 basis point one or more – and use it to forecast the trajectory of future cuts. It’s hard to overstate the impact this tiny difference will have. More
Signs of Market/Economic Instability
The historical bad performance of September … might upcoming bumpiness be seasonal or fundamental? … a walk through “records/extremes” today If we go by history (and yesterday), September is likely to be bumpy. Over the last 95 years, the S&P has recorded a September gain 42 times. In the remaining 53 losing years, the S&P… More
[Weekly Roundup] Six and a Half Weeks: A Small Window of Potential
Unless you’ve been hiding under a rock for the last two years, or been tending sheep in the Alps, you would know that Nvidia Corp. (NVDA) has become much more than just a “chip company.” But Nvidia’s influence extends far beyond the chip sector, and even beyond the broad technology sector... More
This Rare Event Could Eclipse September’s Disastrous Reputation
A unique event set to take place in about two weeks could make September the best – not worst – month of the year for investors. More
Quant Ratings Updated on 88 Stocks
It’s not just seasonality and light volume that are leading stocks lower. So, in today’s Market 360, we will talk about what else is on investor’s minds that is weighing on the market right now. More
Why OpenAI’s Next Launch Could Represent a Massive AI Breakthrough
Everything we know about the top-secret project suggests that Strawberry represents a mind-boggling upgrade to current AI models. More
