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Worst in decades

Dec 18, 2024

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13 min read

Worst in decades

Fed set to deliver third-straight interest rate cut, Dow on longest losing streak since 1978, Nissan shares surge 22% on potential mega-merger with Honda, Nvidia falls deeper into correction territory, and 2024 was the 'year of the bond'...

Market Briefing
Market Briefing
$100B US investment

Dec 17, 2024

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13 min read

$100B US investment

SoftBank CEO announces a $100 billion investment into the US, Trudeau ‘considering resignation’ after finance minister quits, drone stocks are surging, Broadcom jumps 11%, and Nvidia hits correction territory...

Market Briefing
Market Briefing
Huge winners

Dec 16, 2024

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12 min read

Huge winners

The Fast Five → Palantir, MicroStrategy, Axon Join Nasdaq 100, Bitcoin surges above $106,000, Broadcom hits trillion-dollar valuation, T-Mobile announces $14 billion share buyback, and Happy 400th birthday to the world’s oldest bond...

Market Briefing
Market Briefing
Rally shows cracks

Dec 13, 2024

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13 min read

Rally shows cracks

S&P 500’s record rally shows cracks, Trump rings bell at NYSE, Congress introduces bills to break up health conglomerates, Broadcom shares soar 13%, and YouTube TV’s monthly cost soars to $82.99...

Market Briefing
Market Briefing
Record-breaking

Dec 12, 2024

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14 min read

Record-breaking

Magnificent seven back in pole position, Big Tech drives Nasdaq to 20,000, Tesla surges to first all-time high in 3 years, Alphabet soars to all-time high, and inflation gives Fed green light for December cut...

Market Briefing
Market Briefing
'Breakthrough' chip

Dec 11, 2024

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13 min read

'Breakthrough' chip

Alphabet shares jump on 'breakthrough' quantum chip, Xi readies bargaining chips for US trade war, Trump picks Andrew Ferguson to chair FTC, Kroger’s $24.6B Albertsons deal blocked by judges, and GM to exit Cruise robotaxi business...

Market Briefing
Market Briefing
New 2025 projection

Dec 10, 2024

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10 min read

New 2025 projection

S&P 2025 projections have a new high-water mark, UnitedHealth plunges as company faces new scrutiny, US importers set to accelerate shipments to record levels, Amazon is bringing QuickBooks to its millions of third-party sellers, and OpenAI releases anticipated text-to-video model Sora...

Market Briefing
Market Briefing
Just getting started

Dec 9, 2024

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11 min read

Just getting started

Trump has no plans to remove Fed Chair Powell, “AI’s growth is just getting started”, BRICS have no interest in weakening USD, Trading platform eToro plans IPO, and Palantir, Anduril sign partnership for AI training in defense...

Market Briefing
Market Briefing
Sacks named Crypto Czar

Dec 6, 2024

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13 min read

Sacks named Crypto Czar

David Sacks named as White House AI and Crypto Czar, Musk works Congress eying targeting $2 trillion budget chop, Bitcoin true believers bask in ‘I-told-you-so glow’, electricity demand forecast to surge 16% over next five years, and GameStop jumps after post from 'Roaring Kitty' rekindles hype...

Market Briefing
Market Briefing
Bitcoin hits milestone

Dec 5, 2024

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13 min read

Bitcoin hits milestone

Bitcoin hits $100,000 in highly anticipated milestone, Trump picks Atkins to run SEC in crypto-friendly move, UnitedHealth CEO fatally shot in NYC, hedge funds make MicroStrategy Wall Street’s hottest trade, and Robinhood considers move into sports betting...

Market Briefing
Market Briefing
Most bullish forecast yet

Dec 4, 2024

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13 min read

Most bullish forecast yet

Investor reaction to South Korea’s crisis, Celsius founder pleads guilty in fraud case, Cyber Monday was the biggest online shopping day ever, Intel looks outside of company for new CEO, and Larry Fink is making a new generation of billionaires (richer than him)...

Market Briefing
Market Briefing
Is Enron back?

Dec 3, 2024

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13 min read

Is Enron back?

Fed leaning toward December rate cut, Intel CEO forced out by board, Super Micro pops nearly 30% after probe finds no ‘evidence of misconduct’, Bezos backs Nvidia rival, and Enron announces return in elaborate prank...

Market Briefing
Market Briefing
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