August 31st Market Brief
The Crowded AI Trade Is Net Short Going Into September
Wall Street is arguing about $11 trillion of AI. The other build out project is on autopay.
Thursday's rally and Friday's speech are pointing at the same thing from opposite sides
August 28th Market Brief
The Market Is Priced For A Quiet Speech At Ten
August 2th Market Brief
Every Bear Argument, Gone In One Night
August 26th Market Brief
Everything's Waiting For NVDA earnings
August 25th Market Brief
Nasdaq leads advance; oil drops as investors pin hopes on diplomacy
