Short-term Sentiment is reset, long-term is still structurally over-bullish In a positive contrary indication the latest readings in the AAII and NAAIM have logically recoiled in line with this week's…
Calls for funding US chip production The market will show me to be wrong if the likes of AMAT and LRCX break down. I hold both of them because while…
Stagflation in the offing, unless it's not different this time... As corporations continue to raise wages, market participants fear the Fed is wrong about supposedly "transitory" inflation, long-term Treasury bond…