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Trading Desk: The Burrito Barometer? Chipotle’s Woes Aren’t the Economy
When the official economic data dries up, we know Wall Street loves to invent helpful new metrics. Forget the yield curve — let’s go with
Trading Desk: The Return Of The “K” Economy
We’re deep in the earnings trenches now, and quarterly reports are painting a… complicated picture. If you just glanced at your portfolio or the headline
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Trading Desk: The Burrito Barometer? Chipotle’s Woes Aren’t the Economy
When the official economic data dries up, we know Wall Street loves to invent helpful new metrics. Forget the yield curve — let’s go with the “Chipotle Indicator.” And if you took Chipotle’s (CMG) latest earnings call at face value, you’d think the economy was
Trading Desk: The Return Of The “K” Economy
We’re deep in the earnings trenches now, and quarterly reports are painting a… complicated picture. If you just glanced at your portfolio or the headline numbers, you might think everything is rosy. After all, a huge chunk of S&P 500 companies — four out of
Trading Desk: Has the Fed Chair Bought the Hype?
Well, the market has a new favorite parlor game: Is Artificial Intelligence the next revolutionary platform — or the next spectacular bubble? We all hang on every word from the big financial regulators, and this week, the Federal Reserve’s Chairman himself decided to weigh in.
Trading Desk: Building The Future, $78 Billion At A Time
By now you’ve probably noticed the eye-watering sums of money being shoveled into the great artificial intelligence furnace. We’re not talking about rounding errors; we’re talking about $78 billion in a single quarter from just three companies: Microsoft, Alphabet, and Meta. That’s an 89% jump
Trading Desk: Cool Inflation But A Blind Spot For The Fed
Look at that! Amidst a government shutdown that has most economic data locked in a filing cabinet, the lights flickered on just long enough for the Bureau of Labor Statistics to release the September Consumer Price Index (CPI) report. And the big takeaway? It was
Trading Desk: Investors Who Remember The Dot-Com Bubble Aren’t Doomed To Repeat It
Wall Street is absolutely giddy on the AI sugar rush. Market records are breaking weekly, and Nvidia’s valuation has blasted past $4 trillion—a number that still feels slightly unreal. If you’ve been in the markets for a couple of decades, this all feels… familiar. It’s