On Monday, I sat down with the incomparable Maggie Lake.
As she posts on her Substack page, “As ever with Mish, we got through a lot in 30 minutes”
Here is the link to the interview.
Plus, Maggie put together …
Apple is currently navigating a perfect storm:
Considering how much the market has absorbed and yet keeps on ticking, I thought we should look at what Druckenmiller calls the “inside” sectors of the US economy.
Coincidentally, these sectors are all part of my Economic Economic Modern Family. …
WTI oil prices are currently facing a complex interplay of factors.
While OPEC+ production increases are likely to put downward pressure on prices, supply disruptions, geopolitical tensions, and seasonal demand could continue to provide some support.
Analysts are divided on …
As of the latest data available, the top three holdings in the iShares Biotechnology ETF (IBB) are:
These three companies collectively represent approximately 25.68% of the ETF's total assets. …
While the tech sector tries to lead, as you can clearly see SMH or Sister Semiconductors is trying hard to hold onto the 50-week moving average and must hang in there.
I am thrilled that Granny Retail XRT has taken …
I am back from the break, but before I took off, I bought URA at $20.
A great trade, now it is time to think about what is next for uranium and energy in general.
There is a lot more …
There have been lots of headlines about cannabis lately.
From the bipartisan support in government, to states looking to legalize at least for medical, to Mexico having a pro canna protest, the buzz leans towards a change in the law. …
Is the market trusting the Fed or fading it?
This week offered a revealing look at how different sectors are interpreting the Federal Reserve's tone.
With JOLTS data showing a labor market cooling and inflation still hovering above comfort levels, …
Nivida gets a downgrade.
Super Micro Computer Inc. crashes on weaker earnings.
Amazon is in the political crosshairs on tariffs.
Apple turns to India to assemble iPhones.
MSFT, META, QCOM, KLAC, EQIX, CP, AFL, ALL, MET, PSA, CCI, and HOOD …
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