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Tesla slips

Jul 24, 2024

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9 min read

Tesla slips

Tesla profit falls short again, India closes in on China, Trump files complaint over Harris getting Biden’s war chest, Rivian to face trial in Tesla trade secrets theft case, and there’s a mutiny in the bond market...

Market Briefing
Market Briefing
Wall Street's 'KHive'

Jul 23, 2024

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10 min read

Wall Street's 'KHive'

Wall Street’s ‘KHive’ fired up to back Harris, Wiz rejects Alphabet’s $23 billion offer, SEC approves first spot Ether ETFs to start trading Tuesday, Xi cements role as ‘Chief Economist,’ and Google cancels plans to kill off cookies...

Market Briefing
Market Briefing
Investors react to Biden exit

Jul 22, 2024

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10 min read

Investors react to Biden exit

Investors react to Biden pulling out of race, markets could unwind the ‘Trump trade’ with Biden out, markets broaden as investors sell tech winners, a market rotation of historic proportions is taking shape, and who gets the $96M sitting in Biden’s campaign account?

Market Briefing
Market Briefing
25th Amendment

Jul 21, 2024

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3 min read

25th Amendment

Market Briefing
Market Briefing
Investors should pay attention to what Biden just did

Jul 20, 2024

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3 min read

Investors should pay attention to what Biden just did

Market Briefing
Market Briefing
Fed prepares to cut

Jul 19, 2024

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13 min read

Fed prepares to cut

Fed prepares for September cut, Trump pledges to cut taxes, Nvidia rebounds, OpenAI debuts mini version of its most powerful model, and Bud Light slips to No. 3 after boycott reshaped industry...

Market Briefing
Market Briefing
The chips fall

Jul 18, 2024

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14 min read

The chips fall

Chip stocks shed over $500 billion in value as US floats tougher trade rules on China, Biden says he’ll only quit race for medical reasons, Fed officials say they are 'closer' to cutting interest rates, and Trump is considering Jamie Dimon for Treasury Secretary...

Market Briefing
Market Briefing
Big Tech lines up

Jul 17, 2024

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14 min read

Big Tech lines up

Big Tech VCs to throw support to Trump, riskiest stocks begin an epic rotation with cuts in sight, small caps are the hottest trade going, gold jumps to record high, and Elon Musk vows to move X, SpaceX headquarters from CA to TX...

Market Briefing
Market Briefing
'Top pick'

Jul 16, 2024

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13 min read

'Top pick'

Trump’s VP pick has long ties to Silicon Valley, Powell signals Fed won’t wait for 2% inflation target, Apple at all-time high after Morgan Stanley calls 'top pick', BlackRock hits $10.6 trillion asset record, and Elon Musk plans to give $45M/mo to pro-Trump super PAC...

Market Briefing
Market Briefing
Market reacts to shooting

Jul 15, 2024

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13 min read

Market reacts to shooting

Trump shooting changes Biden’s strategy, how traders are expected to react, Trump victory trades to swell, Jamie Dimon warns interest rates may stay higher, and Elon Musk endorses Trump...

Market Briefing
Market Briefing
How traders are expected to react to Trump shooting

Jul 14, 2024

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4 min read

How traders are expected to react to Trump shooting

Market Briefing
Market Briefing
Inflation cools

Jul 12, 2024

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13 min read

Inflation cools

Inflation broadly cools paving way for rate cuts, see inflation breakdown in one chart, Biden confuses Kamala for Trump, Zelenskiy for Putin, Tesla shares drop after robotaxi unveiling delay, and some pics from Sun Valley's 'summer camp for billionaires'...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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