Latest Insights
Nvidia Grows Up With Moves From The Apple Playbook
When a company prints money as fast as Nvidia has been doing lately, it eventually runs into a luxury problem: what do you do with
Ahead of June Meeting, Warsh Faces a Divided Fed
Just when Wall Street thought it had the interest rate trajectory all mapped out, a prominent central banker decided to flip the script. Federal Reserve
Trading Desk
Get Hilary Kramer’s weekly market and stock insights delivered directly to you inbox…for FREE!
Staying In The AI Game
If you’ve been watching the tickers lately, you’ve probably noticed the market feels like it’s being pulled in two directions by a very high-tension rope. On one end, we have the “Old World” problems — geopolitical flares and sticky inflation — and on the other,
NVDA’s $1 Trillion Era Begins
We spent the past few years teaching AI how to “think” (training), but 2026 is now officially the year we show it how to “work” (inferencing). On Monday at this week’s GTC event in San Jose, founder and CEO Jensen Huang (wearing the ubiquitous leather
Software Giants Foreshadow A Fractious Earnings Season
The calm before the earnings season storm. Big Banks tend to suck up all of the hype and late-night popcorn-fueled stock zooming buzz in March and April each year, but Oracle and Adobe opened earnings Wednesday — so let the software disruption showdown begin. Aside
Bonds: Every Risk Factor At Once
Just when bond traders thought they had a handle on the narrative, the story got a rewrite. For most of early 2026, the strategy was almost boringly simple: park your cash, collect a steady 4% yield, and wait for the Federal Reserve’s new leadership to
Private Credit’s High-Profile Software Problem
The $1.8 trillion private credit market has long been the darling of the shadow banking world — a sleek, supposedly safer alternative to the messy public markets. But as of March 2026, the cracks are going deep and wide. JPMorgan Chase, titan of American banking,
Gut Check: Why We “Stay The Course”
Analysts observing the effects of geopolitical events on financial markets have identified a recurring pattern: stocks often experience an initial decline following troubling news, but they tend to recover over time. Historical events—from Pearl Harbor and the Cuban Missile Crisis to the 1987 stock market