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Palantir is colliding with a rotating market and scathing short seller

The top-performing stock of the year has dropped 5 days in a row.

Aug 20, 2025

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8 min read

Jerome Powell's successor may not accelerate rate cuts quickly after all

Markets don't expect the next Fed Chair to flatten interest rates.

Aug 19, 2025

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8 min read

Why Fed rate cuts may not actually lower borrowing costs, according to a veteran strategist

Why Ed Yardeni warns that a September rate cut could be a policy error.

Aug 18, 2025

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8 min read

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Veteran investor Jack Bocock’s highest-conviction idea for the next 12 months.

Aug 17, 2025

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1 min read

Every conversation about the stock market is really about Big Tech

Four AI names account for 60% of the S&P 500's returns this year.

Aug 15, 2025

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7 min read

Fear and trembling have evaporated from the stock market

The VIX just hit its lowest level of 2025 and the S&P 500 notched another record.

Aug 14, 2025

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9 min read

Investors can't wait for the Fed's imminent rate cut

The July CPI data pushed the S&P 500 to a record high.

Aug 13, 2025

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9 min read

Bullish investors keep shrugging off inflation risks

Global fund managers still expect a soft landing and keep buying stocks.

Aug 12, 2025

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9 min read

Global stock market valuations have never been this frothy

Nearly a quarter of MSCI World stocks are priced like its 1999.

Aug 11, 2025

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7 min read

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

Veteran investor Justin Deutsch’s highest-conviction idea for the next 12 months.

Aug 10, 2025

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1 min read

The stock market is done with knee-jerk reactions to tariffs

Trump's trade war is on but investors don't seem to care.

Aug 8, 2025

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8 min read

Wall Street hasn't bought into Apple's $600 billion bet on US manufacturing

Apple's invested more into the US this year than any company but its stock has lagged.

Aug 7, 2025

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8 min read

Palantir is colliding with a rotating market and scathing short seller

Jerome Powell's successor may not accelerate rate cuts quickly after all

Why Fed rate cuts may not actually lower borrowing costs, according to a veteran strategist

This forgotten small-cap retail stock can surge 27% over 12 months as tariff fears fade

Every conversation about the stock market is really about Big Tech

Fear and trembling have evaporated from the stock market

Investors can't wait for the Fed's imminent rate cut

Bullish investors keep shrugging off inflation risks

Global stock market valuations have never been this frothy

A top investor allocated 60% of his fund to this aerospace stock he expects to double in 12 months

The stock market is done with knee-jerk reactions to tariffs

Wall Street hasn't bought into Apple's $600 billion bet on US manufacturing

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