Ex-Wall Street at 2x firms I trade and write about it.
Feb. 10th Market Brief
UBS downgraded the entire IT sector. Three firms are buying the dip anyway.
Feb. 9th Market Brief
Goldman's systematic selling warning + the FDA just redrew the GLP-1 map.
quick hits on the economics of the Superbowl.
The market split in two this week. Credit confirmed it.
Feb. 6th Market Brief
Software just had its worst week since 2008. The AI bill is coming due.
Feb. 5th Market Brief
Google spent $185B on AI. alternative assets falling. Risk appetite is changing.
