oil
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Hawkish Fed? 🤷 War in Iran? 🤷 Rising inflation? 🤷 Space X IPO? 🤷 It is tough to be a bear in this bull market. At some point though, you have to ask: What would it actually take? I can think of one think that’ll make bears feel a little better, even if only temporarily.
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I was wrong. 🚦 We aren’t witnessing the green light for stupid; we are witnessing the Green Lantern for it. 🟩 🚀 Let me give you my take on “easy money” leaving orbit, and fill you in on the market’s naughty habit of testing a brand-new Fed Chair the second he steps into the office.…
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🔔 The most important stock in the most important sector is reporting this week: Nvidia (NVDA) 📈 I am not that concerned. Need I say more? 🤔 Maybe just a little. While everyone is staring at NVDA, the bond market is making moves that could pull the rug out from under the animal spirits. 🖱️…
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Three massive stories… and we haven’t even talked Mag 7 earnings yet. Here is my breakdown of the UAE handing OPEC its two weeks’ notice, the fresh round of OpenAI bear-signaling, and Powell’s farewell presser.
Gorilla With Glasses 