Latest Insights
Trading Desk: Market Carnage! Worst Since . . . April?
This week felt like a little like an earthquake to some people. A lot of key stocks dropped hard. NVIDIA is down 8.5%. META, Alphabet
Trading Desk: Netflix Rides A New Subscriber Boom
Netflix’s strategic focus on ad-supported tiers and password-sharing crackdown fueled impressive Q2 results. The company’s ad business is rapidly expanding and becoming a significant revenue
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Trading Desk: The Inflation Paradox
Amid persistent inflation and economic uncertainty, consumer spending patterns are painting a contradictory picture. Bank of America CEO Brian Moynihan recently highlighted a paradoxical trend: while consumers are tightening their belts on everyday essentials like groceries, they are simultaneously splurging on experiences such as travel
Trading Desk: The Wins Have Been Too Hot To Stop
We talked a few weeks ago about the importance of participating when the market gets hot. The S&P 500 is up 24% in the past 12 months, which remains somewhere between double and triple its usual return rate. People who are content to buy and
Trading Desk: Larry Summers Sees Even Higher Rates Ahead
In his recent analysis, former U.S. Treasury Secretary Lawrence Summers expressed belief that long-term interest rates could continue their upward trajectory, with the 10-year Treasury yield potentially surpassing its current level of 4.3%. This prediction stems from his assessment that inflation is not yet convincingly
Trading Desk: Fed Fight Continues As Sticky Prices Delay Rate Cut
The Federal Reserve’s commitment to holding interest rates higher for an extended period remains unwavering as the latest inflation data reveals persistent price pressures. The core Personal Consumption Expenditures (PCE) index, the Fed’s preferred inflation gauge, held steady at 2.8% in April, matching the previous
Trading Desk: Wall Street Goes Back To The Meme Wars
GameStop (GME) has once again captured the attention of investors and the financial world with a remarkable surge in its stock price. Fueled by social media activity, particularly from influential figures like Keith Gill, also known as “Roaring Kitty,” the company’s market value has skyrocketed
Trading Desk: AI Is Not A Zero-Sum Game
Nvidia’s (NASDAQ: NVDA) recent earnings call sent shockwaves through the tech sector, with the AI chip giant’s stock surging while competitors in the AI space experienced a sharp downturn. This has led to a critical question: Is Nvidia playing a zero-sum game in the AI