September 3rd Market Brief
Nvidia paid $13 billion for a download page
September 2nd Market Brief
Apple is now the hedge inside the Nasdaq
September 1st Market Brief
Japanese 10-year yield hits highest level in three decades; Treasury yields climb
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
