Pivot & Flow
Daily Stock MKT Recap (no fluff)
How Warren Buffett Made The Greatest Public Market Tech Investment Ever
How a Dutch Artist’s “Ugly Cute” Dolls Built a $44 Billion Empire
Tariff Turmoil: Key Dates That Could End The Market Pain
From perfect banking crisis exits to getting in defense stocks, the timing is uncanny
October 28th Market Brief
The Fed will likely pause today, and 29,000 jobs is Warsh’s best reason
Shoppers Are Holding Up Better Than Expected
Banks lent Anthropic $63 billion, then capped their own rate
Anthropic Opens Its Books and Chip Stocks Bounce
200 AI companies won’t make it, but the bond market called it first
In 1962, Washington passed a law so one company couldn't own the sky. This week it made a phone call.
Meta's AI bill passed its paycheck, Tide got pricier than Nvidia, and oil is up 20% into a Fed week
Even the Safe Stocks Fell
SpaceX wants 80,000 cell towers and phone stocks feel it
October 22nd Market Brief
Good earnings but tech leads losses