Recapping the Fed meeting: Central bankers are wrong on AI. Plus, earnings for Meta (META), Microsoft (MSFT), Tesla (TSLA), and Whirlpool (WHR)... Software companies are in trouble… And our next Trump trade: A critical player in the AI supply chain.
Investors are buying the soft landing narrative… Why are bonds rallying? … The government is propping up the markets… Gold and crypto are sounding an alarm… Why the China rally reversed… And the port strike is over—for now…
Recapping the VP debate… What run-away deficits mean for the market… Breaking down the U.S. port strike… Two catalysts poised to send stocks higher… Is Nike a buy after its disastrous earnings? … And will the China rally last?
Rarely do you see a decoupling of industry fundamentals from...
