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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

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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

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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

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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

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