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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
Archegos founder guilty

Jul 11, 2024

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13 min read

Archegos founder guilty

Archegos founder found guilty of fraud charges, today’s inflation report to set the tone, S&P/Nasdaq/Nikkei make record highs, HubSpot plunges on news Alphabet shelves interest, and George Clooney pens op-ed: “we need a new nominee”...

Market Briefing
Market Briefing
Powell's testimony

Jul 10, 2024

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13 min read

Powell's testimony

Powell tells Congress economy no longer overheated, key takeaways from testimony, Tesla's US market share drops below 50% for first time, Goldman sees stocks and economy slowing, and Adidas set to benefit as Nike’s turnaround efforts falter...

Market Briefing
Market Briefing
'Grow a spine'

Jul 9, 2024

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12 min read

'Grow a spine'

Powell to face critics in Congress, team Biden tries to beat back the Democratic doubters, S&P notches longest winning streak since Jan., Paramount agrees to Skydance deal, and Nvidia dethrones Tesla as single-stock ETF king...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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