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The product manager behind the VanEck Semiconductor ETF (SMH) tells Full Signal host Phil Rosen why supply constraints, not demand, are the limiting factor in the AI buildout.
Sep 17, 2026
The S&P 500 has historically been able to withstand a tightening cycle.
Sep 16, 2026
Sherwood News Markets Editor Luke Kawa on why the market is stuck at a crossroads and how he is playing it
Software outperformed chip stocks by the widest gap on record.
Sep 15, 2026
The InfraCap CEO explains why he sits near the top of Wall Street forecasts and what could break his call.
The Fed does not control the Strait of Hormuz.
Sep 14, 2026
Veteran investor Bob Emon's highest-conviction idea for the next 12 months.
Sep 13, 2026
Energy looks cheap relative to the rest of the market.
Sep 11, 2026
The chief investment strategist at Nomura Asset Management International explains why he sees the AI cycle as early, not frothy.
John Ternus is pushing the company to perfect a product that's already been done before.
Sep 10, 2026
The Clocktower Group chief macro strategist tells Full Signal host Phil Rosen why patience beats hikes, and which trades he likes.
The Treasury is set to double its bond buyback operations.
Sep 9, 2026
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