"I'm wildly bullish, and I may be dead wrong, but I'm wildly bullish."
This Week Ten-year Treasury yields are up 30 basis points (bp) this week. 30! Why? It’s mostly about the Federal Reserve’s rate path. It started with the October CPI data, which saw headline CPI climb 0.4% from September, while core rose 0.3% – both above …
Listen to the audio version of this article (generated by AI). Jensen Huang is out at Nvidia… why Luke Lango was already cautious about Nvidia… Louis Navellier says to watch the numbers… will tomorrow’s PPI cement a 50-basis-point hike in December? This morning, Nvidia Corp. …
Adam Johnson of Bullseye Brief joins the show to discuss AI power demand, a surprising valuation gap and opportunities beyond Big Tech. Listen to the audio version of this article (generated by AI). What a difference a few days can make on Wall Street. After …
The market is already picking winners and losers. Here’s how to stay ahead of the rotation. Listen to the audio version of this article (generated by AI). Back in 2000, American wrestler Rulon Gardner faced one of the most feared athletes in Olympic history. His …
This Week For markets, it was the midterms and then everything else this week. The elections saw Democrats make big gains across the board. While a few races have yet to be called, prediction markets are putting the Democrats gains at: As much as Democrats won, …
An Army drone demonstration reveals an investment opportunity hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: Cheap drones can create an expensive problem for the military – and a lucrative new business for the companies that …
Cisco offers a warning as the Mag 7 pour billions into AI. Listen to the audio version of this article (generated by AI). Hello, Reader. While trick-or-treaters fill neighborhoods across the U.S. tonight, our neighbors to the south are preparing for another celebration: Día de …
This Week The artificial intelligence (AI) trade was the top theme for markets this week, but the Federal Reserve, major economic data and continued developments in the Iran conflict also mattered. The news on the AI trade was decidedly mixed: Still, the Nasdaq-100® is on …
Listen to the audio version of this article (generated by AI). October has been a month of contradictions… First, the September inflation data was horrific, igniting concerns that the Federal Reserve will continue raising interest rates. But Treasury yields declined sharply, with the 10-year Treasury …
Even if the AI company becomes a spectacular success, its rumored IPO valuation could leave investors disappointed. Listen to the audio version of this article (generated by AI). Hello, Reader. Single-number roulette is one of the worst bets you can make in a casino. The …