Archive | Market Briefing

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

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

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

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

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

Dec 2, 2024

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14 min read

BRICS warned

Trump threatens 100% tariffs on BRICS, Musk asks court to block OpenAI from converting to a for-profit, Black Friday spending rose 3.4%, world markets head for reality check after month of Trump, and Stellantis CEO Carlos Tavares resigns...

Market Briefing

Nov 27, 2024

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8 min read

Economic, trade picks

Wall Street hits records despite tariff talk, Trump picks key posts for enacting tariff/tax plans, consumer confidence at a 16-month high, OpenAI gets a $1.5 billion investment, and Bitcoin rally to $100k stalls as long-term holders cash out...

Market Briefing

Nov 26, 2024

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14 min read

Tariff threat roils market

Trump roils markets with tariff threat, Macy's delays earnings saying employee hid millions, Super Micro’s stock extends historic surge, Meta faces FTC case seeking to unwind Instagram merger, and Kohl’s picks CEO of Michaels to help turn it around...

Market Briefing

Nov 25, 2024

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13 min read

Traders embrace Bessent

Trump taps hedge fund exec Bessent for Treasury Secretary, shoppers are 'Picky' heading into Black Friday, small/mid-caps stole the limelight last week, bond market halts brutal run as buyers pounce on 4.5% yields, and Elon Musk jokes about buying MSNBC with risqué meme: ‘Temptation’...

Market Briefing

Nov 22, 2024

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13 min read

Gensler to step down

Google stock hammered after DOJ calls for Chrome sale, Snowflake rockets 32%, MicroStrategy tumbles after Citron Research shorts the stock, Stanford’s AI Center names US the top AI ecosystem, and SEC Chair and crypto foe Gary Gensler to step down in January...

Market Briefing

Nov 21, 2024

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14 min read

Profits double

Nvidia doubles profit as A.I. chip sales soar, Bitcoin crosses $97,000 in new record-high, Walmart attracting high income shoppers, Target sounds the alarm on holiday shopping, and MicroStrategy becomes second-most traded stock after Nvidia...

Market Briefing

Nov 20, 2024

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15 min read

$7 billion spinoff

Trump picks Lutnick as Commerce Chief, Comcast to spinoff of cable networks Including CNBC, Russia-US tensions hit global markets, Walmart warns of price increases if Trump's tariffs take effect, and analysts update Nvidia price target ahead of earnings...

Market Briefing

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