The AI Rotation Collapsed in One Session. The Rest of the Market Didn’t Notice.
AMD fell 8.75%, Broadcom 4.8%, and Dell 7.2% on Friday, while roughly 315 of their S&P 500 neighbors closed higher.
PPI at 6.5% Signals Stocks and Bonds See Different Realities
With the 10-year Treasury near 5.15% and December hike odds near 90%, the S&P 500 at 7,561 looks priced for a world the bond market has already left behind.
Unbelievable…Congress is About to Do What?
A note from our friends at Paradigm Press(ad) Dear reader, During my years advising senior intelligence officials at the Pentagon…
Cisco’s $9B AI Bet Is Already Paying Off
With 24% revenue growth, raised guidance, and service-provider and cloud orders up 47%, Cisco is no longer the slow-growth dividend stock the market still prices it as.
Rheinmetall Is Down 50% This Year. Peace Talks Complicate It.
Witkoff and Kushner met Putin in the Kremlin on Thursday. European defence investors now have to decide whether the sector’s slide already reflects a ceasefire that hasn’t happened.
Trump’s Invisible Dollar Reset
A note from our friends at Porter & Co(ad) No new bills, no new coins, no crypto, and no central…
Nvidia Has No Successor. That Is the Real Crisis.
With the board weighing Jensen Huang’s future and prediction markets at about 80% odds of his removal, the governance hole beneath him is deeper than investors realize.
Gold Is Trading Like a Rates Asset Now, Not a Hedge
With $4,000 gone and a December hike priced in, $3,950 separates a bounce from a deeper slide.
Circle November 11 on your calendar
A note from our friends at Brownstone Research(ad) Dear Reader, My name is Jeff Brown, founder and CEO of Brownstone…
One Dollar in Twenty Is Late. Act Before the Fed Hikes.
With $19.1 trillion in household debt and a December hike likely, borrowing decisions you make now carry real cost.