Latest Insights
Morgan Stanley: Panic For Some Is Paradise For Pickers
The market is currently having one of its signature “hair-on-fire” moments regarding Artificial Intelligence. After months of bidding up anything with a “.ai” suffix to
How A Wall Street Darling Became The Most Heavily Shorted Stock In The World
In the volatile theater of modern finance, few spectacles are as captivating as the ongoing tug-of-war over MSTR, formerly a mobile app developer turned bitcoin
Trading Desk
Get Hilary Kramer’s weekly market and stock insights delivered directly to you inbox…for FREE!
Trading Desk: Berkshire After Buffett
The day investors have simultaneously anticipated and dreaded has arrived. The man who transformed a failing New England textile mill into a financial supernova is officially stepping back. When you consider that Berkshire Hathaway shares were trading for a mere $7.60 in 1962 and now
Trading Desk: Can The Market Lovefest Keep Chasing Highs?
If there is one thing that should make a seasoned trader sweat, it isn’t a grim earnings report or a hawkish Federal Reserve chairman. It’s when everyone on Wall Street agrees. Welcome to 2026. As we kick off the trading year, we are witnessing a
Trading Desk: Where To Catch The Next Chip Wave
If you’ve been waiting for the “AI bubble” to pop so we can all go back to valuing companies based on boring things like “last year’s earnings,” you might want to find a comfortable chair. You’ll be waiting a while. According to recent dispatches from
Trading Desk: The Problem With Groupthink
A dozen Wall Street strategists walk into a bar, and they all order the exact same drink. Usually, these folks can’t agree on the color of the sky without checking three different data terminals, but for 2026, they’ve reached a level of harmony that’s frankly
Trading Desk: The Santa Rally Is More Math Than Myth
It’s that time of year again: The air is crisp, the retail displays are aggressive, and Wall Street is looking for a miracle. After a December that felt more like a lump of coal — marked by a dreary four-day losing streak — the S&P
Trading Desk: Don’t Pop The Inflation Cork Yet
If you looked at the latest inflation numbers and thought we’d finally slayed the dragon, you might want to put that celebration on ice. While the Consumer Price Index (CPI) printed a headline-grabbing 2.7% annualized rate, well below the 3.1% consensus, the smart money is