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Trading Desk: Tesla’s Post-Election Mirage
The post-election narrative surrounding Tesla was a masterclass in hype. Musk, grabbing for control the new administration and pushing his disruptive DOGE initiative, painted a
Trading Desk: The Bitcoin Gold Rush Bubble
The narrative of Bitcoin as an unstoppable force, a digital gold immune to market fluctuations, might be dismantled soon. What we’re witnessing could be a
Trading Desk
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Trading Desk: Tesla’s Post-Election Mirage
The post-election narrative surrounding Tesla was a masterclass in hype. Musk, grabbing for control the new administration and pushing his disruptive DOGE initiative, painted a picture of an unregulated Wild West leading to unfettered innovation and maybe even making good on some of his longer-term
Trading Desk: The Bitcoin Gold Rush Bubble
The narrative of Bitcoin as an unstoppable force, a digital gold immune to market fluctuations, might be dismantled soon. What we’re witnessing could be a classic case of speculative mania meeting harsh reality. The options market, often a reliable indicator of investor sentiment, is screaming
Trading Desk: High Multiples Are Here To Stay
One of the most persistent clouds of anxiety weighing on sentiment in the last few years revolves around the sickening suspicion that stocks trading at exaggerated valuations are constantly teetering on the edge of bubble-bursting territory. As investors raised on the assumption that the S&P
Trading Desk: What Walmart’s Outlook Tells Us
Walmart’s recent announcement of slower sales and profit growth in 2025 has sent ripples of concern through the retail industry and beyond. The retail giant, a key indicator of consumer spending in the U.S., cited growing consumer frustration with inflation and potential tariff threats as
Trading Desk: A Familiar-Looking Bubble and What to Do About It
The current market landscape is drawing comparisons to past financial bubbles, prompting experts to consider the risks associated with the ongoing AI-fueled rally. The sustained enthusiasm for growth stocks evokes memories of the “Nifty Fifty” boom of the 1960s and the dot-com bubble of the