Latest Insights
Trading Desk: No Earnings Recession Here
Some people have already written off this earnings season as a non-event, with numbers from before the trade war becoming meaningless as figments from a
Trading Desk: Tech Giant’s Financial Windfall Boosts Investor Confidence
Remember the pain of the Magnificent 7? The stock of a major technology conglomerate experienced a significant surge of over 3% on Friday, following the
Trading Desk
Get Hilary Kramer’s weekly market and stock insights delivered directly to you inbox…for FREE!
Trading Desk: The Bitcoin Gold Rush Bubble
The narrative of Bitcoin as an unstoppable force, a digital gold immune to market fluctuations, might be dismantled soon. What we’re witnessing could be a classic case of speculative mania meeting harsh reality. The options market, often a reliable indicator of investor sentiment, is screaming
Trading Desk: High Multiples Are Here To Stay
One of the most persistent clouds of anxiety weighing on sentiment in the last few years revolves around the sickening suspicion that stocks trading at exaggerated valuations are constantly teetering on the edge of bubble-bursting territory. As investors raised on the assumption that the S&P
Trading Desk: What Walmart’s Outlook Tells Us
Walmart’s recent announcement of slower sales and profit growth in 2025 has sent ripples of concern through the retail industry and beyond. The retail giant, a key indicator of consumer spending in the U.S., cited growing consumer frustration with inflation and potential tariff threats as
Trading Desk: A Familiar-Looking Bubble and What to Do About It
The current market landscape is drawing comparisons to past financial bubbles, prompting experts to consider the risks associated with the ongoing AI-fueled rally. The sustained enthusiasm for growth stocks evokes memories of the “Nifty Fifty” boom of the 1960s and the dot-com bubble of the
Trading Desk: Looming Threat of Inflation and Rate Hikes
The US economy is currently experiencing robust growth, fueled by strong GDP numbers, significant investments in emerging technologies like AI, and increased defense spending. This positive economic picture could be disrupted by a resurgence of inflation, however, potentially triggered by a combination of factors, including