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The Autonomy Alibi: Tesla’s Hardware Headache
If you’ve been following the high-stakes theater of the electric vehicle market, you know “around the corner” is a temporal concept that, in Elon Musk’s
The VIX Settles: Don’t Let the Quiet Fool You
Wall Street’s unofficial fear gauge — the VIX — has finally stopped screaming. After a frantic leap toward the end of March, it’s drifted back
Trading Desk
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Trading Desk: Hunger Games For The Media Stocks
Welcome back to the boardroom, where the only thing thinner than the profit margins is the skin and loyalty of shareholders. If you thought the streaming wars were over, think again. We’ve entered the “Mega-Merger” phase, where the big fish aren’t just eating the little
Trading Desk: Bring On The Warsh
When the White House announced that Kevin Warsh had received the nomination to succeed Jay Powell as Fed chair, risk markets pulled back. Once again, the Goldilocks crowd that demands nothing short of perfection seemed disappointed. But critics who say the real problem with Warsh
Trading Desk: When BofA Waves A Red Flag At The Bulls
Let’s talk about the view from 30,000 feet: from where I’m sitting, the air is getting a little thin. If you’ve been riding the wave of the recent global stock surge, it’s time to check your oxygen levels. According to recent data synthesized by the
Trading Desk: Diversification Or “Debasement?”
If you thought global markets were just grappling with a little overbuying indigestion, think again: Ray Dalio of Bridgewater piped up from Dubai to warn that the stakes just got significantly higher and that we are currently teetering on the edge of a full-blown capital
Trading Desk: More Fed Drama
If you’ve been watching the latest season of “Capitol Hill versus Central Bank,” you know the writers are really ramping up the tension. The protagonist, Federal Reserve Chair Jerome Powell, recently dropped some advice for his successor that felt less like a retirement toast and
Trading Desk: The Magnificent 7 Grind Through Another Mediocre Season
We need to have a serious chat about the Magnificent 7. You know them, you love them — or at least, your portfolio loves them. For years, these heavy hitters have been the engine room of the S&P 500, dragging the market uphill whether it